AUMdb

Penrelco Employees Savings Incentive Plan And Trust

Sponsored by Pennyrile Rural Electric Corporation · EIN 610305525 · Plan #002

Total assets
$26.3M
Net assets
$26.3M
Active participants
107
With balances
136

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $29,490
Empower Annuity Insurance Company O Recordkeeping fees $26,254
Kem Duguid & Associates Psc Dba Dug Accounting $9,300
Reed & Co Of Mayfield Psc Accounting $2,694
Empower Advisory Group, Llc Investment management $2,216