Best & Flanagan Llp 401(k) Profit Sharing Plan
Sponsored by Best & Flanagan Llp · EIN 410150277 · Plan #003
- Total assets
- $68.7M
- Net assets
- $68.7M
- Active participants
- 80
- With balances
- 117
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 |
|---|---|---|
| White Pine Capital Llc CRD 108417 | deterministic · 100% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Mairs And Power Inc CRD 110351 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| White Pine Capital Llc | Investment advisory (participants), Direct payment from the plan | $47,086 |
| Usi Advisors Inc | Investment management, Direct payment from the plan | $45,000 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $12,072 |
| Mairs And Power Inc | Investment advisory (participants), Direct payment from the plan | $7,591 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $515 |