Pelli Clarke & Partners Profit Sharing Plan
Sponsored by Pelli Clarke & Partners · EIN 061228461 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 50
- With balances
- 122
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Of America | Investment management | $95,589 |
| Bank Of America Merrill Lynch | Investment management | $0 |