Pk Companies Group, Llc 401(k) Plan
Sponsored by Pk Companies Group, Llc · EIN 364790645 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.3M
- Active participants
- 501
- With balances
- 242
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 |
|---|---|---|
| Agh Wealth Advisors, Llc CRD 146796 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Agh Wealth Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Distribution (12b-1) fees | $47,492 |
| Allen Gibbs & Houlik Lc | Recordkeeping, Direct payment from the plan, Sub-transfer agency fees | $40,282 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $17,578 |