Becker & Poliakoff, P.A. 401(k) Profit Sharing Plan
Sponsored by Becker & Poliakoff, P.A. · EIN 591640708 · Plan #001
- Total assets
- $55.2M
- Net assets
- $55.2M
- Active participants
- 312
- With balances
- 287
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annunity Insurance Company | Recordkeeping fees | $124,594 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $40,000 |
| Templeton & Company, Llp | Accounting | $12,000 |
| Definiti | Contract administrator, Plan administrator | $5,725 |