The Gratitude Pep
Sponsored by Pentegra Services, Inc · EIN 133745616 · Plan #007
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 525
- With balances
- 432
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 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 |
|---|---|---|
| Biddle Capital Managerment | Investment advisory (plan) | $113,909 |
| Pentegra Services Inc | Contract administrator | $71,932 |
| Shepherd Financial Investment Advis | Investment advisory (plan) | $12,401 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,174 |
| Empower Advisory Group, Llc | Investment management | $5,895 |
| Osaic Fa Inc | Other commissions | $0 |