Pbk Architects, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Pbk Architects, Inc. · EIN 741975450 · Plan #001
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 1,060
- With balances
- 331
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellth Advisory Services Llc | Investment advisory (plan) | $101,786 |
| Global Retirement Partners, Llc | Consulting (general) | $24,574 |
| Lpl Financial Llc | Investment advisory (plan) | $15,594 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,613 |