Pine State Trading Co. 401(k) Retirement Savings Plan
Sponsored by Pine State Trading Co. · EIN 010140426 · Plan #002
- Total assets
- $47.9M
- Net assets
- $47.9M
- Active participants
- 435
- With balances
- 624
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Inst Op Co Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $69,407 |
| Global Retirement Partners Llc | Investment advisory (plan) | $50,000 |