AUMdb

Bancroft Construction Company, Inc. Cash Or Deferred Profit Sharing Plan

Sponsored by Bancroft Construction Company, Inc. · EIN 510246121 · Plan #001

Total assets
$16.7M
Net assets
$16.7M
Active participants
134
With balances
134

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Janney Montgomery Scott, Llc Investment advisory (participants), Direct payment from the plan, Investment advisory (plan) $39,758
Nwps Recordkeeping, Recordkeeping fees, Participant loan processing $23,410
Horty & Horty, P.A. Accounting, Direct payment from the plan $14,500