Joseph P. Fazzio Organization, Llc Cash Balance Pension Plan
Sponsored by Joseph P. Fazzio Organization, Llc · EIN 814853428 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 118
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Legacy Advisors, Llc CRD 139830 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Legacy Advisors | Investment management | $12,462 |