Pencor Services, Inc. 401(k) Salary Reduction Plan
Sponsored by Pencor Services, Inc. · EIN 240820653 · Plan #004
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 710
- With balances
- 594
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $122,415 |
| Stalker & Associates, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,847 |
| Envestnet Retirement Solutions Llc | Investment advisory (plan) | $5,333 |
| Osaic Wealth Inc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |