Porter Scott, Apc 401(k) Plan
Sponsored by Porter Scott, A Professional Corporation · EIN 942515991 · Plan #003
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 97
- With balances
- 150
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $50,472 |
| Capfinancial Partners Llc | Investment advisory (plan) | $10,680 |