Panama Transfer Profit Sharing Plan
Sponsored by Panama Transfer · EIN 420921056 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $57,416 |
| American Trust Company | Recordkeeping, Consulting (general), Consulting (pension) | $25,976 |