Smart Retirement Pep
Sponsored by Pentegra Services, Inc · EIN 133745616 · Plan #010
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 760
- With balances
- 479
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $54,146 |
| Pentegra Services, Inc. | Contract administrator | $44,209 |
| Empower Advisory Group, Llc | Investment management | $3,403 |
| Benefit Trust Company | Trustee (directed) | $822 |
| Benefit Trust Company | Investment advisory (plan), Trustee (directed) | $809 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $214 |