T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan
Sponsored by T.W. Ponessa & Associates Counseling Services, Inc. · EIN 232828922 · Plan #002
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 241
- With balances
- 235
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 |
|---|---|---|
| Comprehensive Financial Planning Corporation CRD 107549 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Comprehensive Financial Planning | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $20,802 |
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $15,945 |