Atkinsons Market 401(k) & Profit Sharing Plan
Sponsored by Atkinsons Market Inc · EIN 820224483 · Plan #007
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 167
- With balances
- 193
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates | Investment advisory (plan), Direct payment from the plan | $41,475 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $18,849 |