Pleatco Holdings, Llc 401 K And Profit Sharing Plan
Sponsored by Pleatco Holdings, Llc · EIN 821884969 · Plan #001
- Total assets
- $1.0M
- Net assets
- $1.0M
- Active participants
- 48
- With balances
- 85
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 |
|---|---|---|
| Atlas Brown, Inc. CRD 133408 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $7,854 |
| Atlas Brown, Inc. | Investment advisory (plan) | $4,492 |