Employees' Profit Sharing And Salary Reduction Plan Of The Blakley Corporation
Sponsored by The Blakley Corporation · EIN 350182105 · Plan #002
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 134
- With balances
- 145
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 95% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $17,233 |
| Shepherd Financial Investment | Investment advisory (plan) | $16,942 |
| Katz, Sapper & Miller, Llp | Accounting | $15,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,403 |