Palmer Mfg & Tank Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Palmer Mfg & Tank Inc · EIN 364902216 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 149
- With balances
- 148
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 |
|---|---|---|
| Legacy Financial Strategies, Llc CRD 283553 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 401 K Generation | Contract administrator | $12,515 |
| Legacy Financial Strategies, Llc | Investment advisory (participants) | $8,318 |
| Legacy Financial Strategies | Investment advisory (participants) | $6,588 |