Archer & Greiner, P.C. Cash Or Deferred Profit Sharing Plan
Sponsored by Archer & Greiner, P.C. · EIN 222092948 · Plan #001
- Total assets
- $216M
- Net assets
- $216M
- Active participants
- 302
- With balances
- 362
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $127,603 |
| Lpl Financial Llc | Investment advisory (plan) | $116,599 |
| Bowman & Company Llp | Accounting | $16,050 |