AUMdb

Pessin Katz Law, Pa 401(k) Plan

Sponsored by Pessin Katz Law, Pa · EIN 521598578 · Plan #001

Total assets
$21.2M
Net assets
$21.2M
Active participants
98
With balances
117

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $65,931
Sc&H Attest Services,P.C Accounting, Direct payment from the plan $17,900
Resources Investment Advisors Investment advisory (plan), Other fees $0