Pattillo, Brown & Hill, Llp 401(k) Profit Sharing Plan & Trust
Sponsored by Pattillo, Brown & Hill, L.L.P. · EIN 741130599 · Plan #002
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 162
- With balances
- 165
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 |
|---|---|---|
| Investors Brokerage Of Texas, Ltd. CRD 13037 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investors Brokerage Of Texas, Ltd. | Investment advisory (participants), Investment advisory (plan), Participant communication | $41,305 |
| Pattillo, Brown & Hill, Llp | Recordkeeping, Participant loan processing, Participant communication | $1,050 |