Trott Law, P.C. Profit Sharing Plan And Trust
Sponsored by Trott Law, P.C. · EIN 382482861 · Plan #002
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 142
- With balances
- 167
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J Schwartz & Co Inc | Investment advisory (plan) | $36,191 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $20,736 |