Priorityone Capital Corporation 401(k) Profit Sharing Trust
Sponsored by Priorityone Capital Corporation · EIN 640672305 · Plan #002
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 242
- With balances
- 267
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 |
|---|---|---|
| Fnbb Capital Markets, Llc CRD 132091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fnbb Capital Markets Llc | Investment advisory (plan) | $34,984 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $29,308 |