Consarc Corp Profit Sharing Trust
Sponsored by Consarc Corporation · EIN 210736170 · Plan #001
- Total assets
- $35.2M
- Net assets
- $35.2M
- Active participants
- 107
- With balances
- 148
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Janney Montgomery Scott Llc | Investment advisory (plan) | $56,852 |
| Mcclain Smith & Wenz Pc | Accounting | $13,000 |
| Lpl Financial | Investment advisory (plan) | $11,294 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,639 |
| Empower Advisory Group, Llc | Investment management | $2,154 |