Belletete's, Inc. 401(k) Profit Sharing Plan
Sponsored by Belletetes, Inc · EIN 020264529 · Plan #001
- Total assets
- $36.4M
- Net assets
- $36.4M
- Active participants
- 273
- With balances
- 325
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $69,817 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $31,488 |
| Aafcpa's | Accounting, Direct payment from the plan | $8,000 |