Steven Thomas signed Pentegra Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pentegra Services, Inc.'s EIN is 13-3745616.
Download the official 2024 Form 5500 (PDF) for Pentegra Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pentegra Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY PLAN | $11K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EQUITABLE ADVISORS LLC | 13-4078005 | — | INVESTMENT ADVISORY PLAN | $10K | — |
| CREATIVE PLANNING | 84-4519624 | — | INVESTMENT ADVISORY PLAN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC. | 13-3745616 | — | POOLED PLAN PROVIDER | $63K | — |
