Abbott, Stringham & Lynch Accountancy Corporation 401(k) Profit Sharing Plan
Sponsored by Abbott, Stringham & Lynch Accountancy Corporation · EIN 770051130 · Plan #002
- Total assets
- $31.7M
- Net assets
- $31.7M
- Active participants
- 104
- With balances
- 137
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services, Llc | Investment advisory (plan) | $38,221 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $10,134 |
| Nexus Administrators, Inc. | Contract administrator | $8,152 |