Levin Papantonio Et. Al. Pa 401(k) Profit Sharing Plan
Sponsored by Levin, Papantonio, Proctor, Buchanan, O'brien, Barr & Mougey, P.A. · EIN 591266412 · Plan #002 · Pensacola, FL
- Total assets
- $32.9M
- Net assets
- $32.8M
- Active participants
- 172
- With balances
- 203
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 |
|---|---|---|
| The Pension Center Of Florida, Inc. | Accounting, Recordkeeping, Consulting (pension) | $4,700 |
| John Hancock Life Insurance Co.Usa | Recordkeeping, Investment management, Shareholder servicing fees | $3,850 |
| Triad Insurance Inc | Investment advisory (participants) | $0 |