Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan
Sponsored by Preti, Flaherty, Beliveau & Pachios Llp · EIN 010502585 · Plan #002
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 182
- With balances
- 313
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 |
|---|---|---|
| H. M. Payson & Co. CRD 2993 | fuzzy_auto · 97% | 2024 |
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| R M Davis Inc CRD 105448 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| H.M. Payson & Co | Investment advisory (participants), Investment management, Direct payment from the plan | $226,006 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $47,962 |
| Ep Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $24,665 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $22,000 |
| R M Davis Inc. | Investment advisory (participants), Direct payment from the plan | $15,750 |
| Berry Dunn Mcneil & Parker Llc | Accounting, Direct payment from the plan | $13,920 |
| Charles Schwab & Co Inc | Securities brokerage, Direct payment from the plan, Float revenue | $1,560 |