Pankl Holdings Inc & Affiliated Employer 401(k) Plan
Sponsored by Pankl Holdings, Inc. · EIN 330804711 · Plan #001
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 240
- With balances
- 311
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other commissions, Other fees, Recordkeeping fees | $29,926 |
| Lpl Financial | Investment advisory (plan), Direct payment from the plan | $20,000 |