The Platt Bros. & Co. 401(k) Plan
Sponsored by The Platt Bros. & Co. · EIN 060495580 · Plan #002
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 79
- With balances
- 112
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Usi Consulting Group, Inc | Recordkeeping | $22,142 |
| Charles Schwab Trust Bank | Trustee (institutional) | $0 |
| Charles Schwab & Co., Inc. | Recordkeeping | $0 |