Stan Boyett & Son, Inc. Profit Sharing 401(k) Plan
Sponsored by Stan Boyett & Son, Inc. · EIN 942456460 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 94
- With balances
- 192
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 |
|---|---|---|
| Oliveira Wealth, Llc CRD 315326 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oliveira Wealth, Llc | Investment advisory (participants) | $21,328 |