Pfeiffer & Son, Ltd Employee's Profit Sharing & Trust
Sponsored by Pfeiffer & Son, Ltd. · EIN 741462167 · Plan #001 · La Porte, TX
- Total assets
- $74.2M
- Net assets
- $74.2M
- Active participants
- 107
- With balances
- 337
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Rpcp | Investment management | $34,167 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $23,010 |
| Benton, Duroy & Ivey, P.C. | Accounting | $15,963 |
| Onedigital Investment Advisors Llc | Investment management | $6,833 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$66,797 |