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Filters:State: IL City: PEORIA HEIGHTS Clear all

Companies

companyBacklund Investment Co
$60Mreported plan assets
EIN: 37-0898008Location: ILPlans: 2Participants: 458Latest: 2023
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companyPearl Technology, LLC
$14.7Mreported plan assets
EIN: 84-3954605Location: ILPlans: 1Participants: 249Latest: 2023
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Plans

planBacklund Investment Co Profit Sharing & 401(K) PlanFinancial statementProvider compensation2023 filing
$38.5Mreported assets (EOY)
Sponsor: Backlund Investment CoEIN: 37-0898008Plan: 003Participants: 226Assets: $38,541,276Net assets: $38.5MAssets / participant: $170.5KLocation: Peoria Heights, ILLatest: 2023
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planBacklund Investment Co. Employee Stock Ownership Plan And TrustFinancial statementProvider compensation2023 filing
$21.5Mreported assets (EOY)
Sponsor: Backlund Investment CoEIN: 37-0898008Plan: 004Participants: 232Assets: $21,503,709Net assets: $21.5MAssets / participant: $92.7KLocation: Peoria Heights, ILLatest: 2023
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planPearl Technology, LLC Retirement & Savings PlanFinancial statementProvider compensation2023 filing
$14.7Mreported assets (EOY)
Sponsor: Pearl Technology, LLCEIN: 84-3954605Plan: 001Participants: 249Assets: $14,701,342Net assets: $14.7MAssets / participant: $59KLocation: Peoria Heights, ILLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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