Professional Billing, Inc. Profit Sharing Plan
Sponsored by Professional Billing, Inc. · EIN 630942496 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 148
- With balances
- 149
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 |
|---|---|---|
| Hart Wealth Management Llc CRD 338236 | fuzzy_auto · 94% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ha & Wealth Management, Llc | Investment advisory (plan) | $23,492 |
| Azalea Administration, Llc | Contract administrator | $2,805 |
| Empower Annuity Life Insurance Co | Recordkeeping fees | $1,268 |
| Empower Advisory Group | Investment management | $172 |