Pattison Sign Retirement & Vesting Plan
Sponsored by Pattison Sign Group, Inc. · EIN 510381712 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 451
- With balances
- 264
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research, Inc. | Investment advisory (plan), Consulting fees | $42,537 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $33,284 |
| Sutton Frost Cary Llp | Accounting, Direct payment from the plan | $15,000 |