Alexander Proudfoot Company And Affiliates 401(k) Plan
Sponsored by Alexander Proudfoot Company · EIN 650117058 · Plan #004
- Total assets
- $33.3M
- Net assets
- $33.3M
- Active participants
- 16
- With balances
- 222
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 |
|---|---|---|
| Merrill Lynch | Investment advisory (participants) | $26,986 |
| John Hancock | Recordkeeping, Investment management, Shareholder servicing fees | $748 |