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Filters:EIN 133745616 Clear all

Companies

companyPentegra Services, Inc.
9loaded plans
EIN: 13-3745616Location: NYPlans: 9Latest: 2023
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Plans

planThe 401(K) PlanFinancial statementProvider compensation2023 filing
$68Mreported assets (EOY)
Sponsor: Pentegra Services, IncEIN: 13-3745616Plan: 006Participants: 903Assets: $68,048,542Location: White Plains, NYLatest: 2023
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planThe Gratitude PepFinancial statementProvider compensation2023 filing
$22.3Mreported assets (EOY)
Sponsor: Pentegra Services, IncEIN: 13-3745616Plan: 007Participants: 80Assets: $22,252,785Location: White Plains, NYLatest: 2023
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planSeligman Group Retirement PlanFinancial statementProvider compensation2023 filing
$13.2Mreported assets (EOY)
Sponsor: Pentegra Services, Inc.EIN: 13-3745616Plan: 008Participants: 183Assets: $13,203,810Location: White Plains, NYLatest: 2023
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planStrategic Retirement ProgramFinancial statementProvider compensation2023 filing
$10.3Mreported assets (EOY)
Sponsor: Pentegra Services, IncEIN: 13-3745616Plan: 004Participants: 176Assets: $10,264,909Location: White Plains, NYLatest: 2023
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planThe Retiresmart PepFinancial statementProvider compensation2023 filing
$8Mreported assets (EOY)
Sponsor: Pentegra Services, Inc.EIN: 13-3745616Plan: 009Participants: 91Assets: $7,986,318Location: White Plains, NYLatest: 2023
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planBrp Retirement Solutions PepFinancial statementProvider compensation2023 filing
$861.3Kreported assets (EOY)
Sponsor: Pentegra Services, IncEIN: 13-3745616Plan: 011Participants: 0Assets: $861,281Location: White Plains, NYLatest: 2023
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planSmart Retirement PepFinancial statement2023 filing
$0reported assets (EOY)
Sponsor: Pentegra Services, IncEIN: 13-3745616Plan: 010Participants: 0Assets: $0Location: White Plains, NYLatest: 2023
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planTriumph 401(K)Financial statement2023 filing
$0reported assets (EOY)
Sponsor: Pentegra Services, Inc.EIN: 13-3745616Plan: 012Participants: 0Assets: $0Location: White Plains, NYLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023
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Filings

filing2023 Form 5500 — Strategic Retirement Program
Sponsor: Pentegra Services, IncEIN: 13-3745616Plan: 004Ack ID: 20250212160812NAL0037228432001
filing2023 Form 5500 — The 401(K) Plan
Sponsor: Pentegra Services, IncEIN: 13-3745616Plan: 006Ack ID: 20250117140558NAL0025247041001
filing2023 Form 5500 — The Gratitude Pep
Sponsor: Pentegra Services, IncEIN: 13-3745616Plan: 007Ack ID: 20241015172908NAL0015171539001
filing2023 Form 5500 — Seligman Group Retirement Plan
Sponsor: Pentegra Services, Inc.EIN: 13-3745616Plan: 008Ack ID: 20241015200049NAL0029554545001
filing2023 Form 5500 — The Retiresmart Pep
Sponsor: Pentegra Services, Inc.EIN: 13-3745616Plan: 009Ack ID: 20241015180949NAL0017021427001
filing2023 Form 5500 — Smart Retirement Pep
Sponsor: Pentegra Services, IncEIN: 13-3745616Plan: 010Ack ID: 20241014100650NAL0044092000001
filing2023 Form 5500 — Brp Retirement Solutions Pep
Sponsor: Pentegra Services, IncEIN: 13-3745616Plan: 011Ack ID: 20241015182649NAL0029376977001
filing2023 Form 5500 — Triumph 401(K)
Sponsor: Pentegra Services, Inc.EIN: 13-3745616Plan: 012Ack ID: 20241010170223NAL0034831936001

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