Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan
Sponsored by Plimoth Patuxet Museums, Inc. · EIN 042210750 · Plan #003
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 88
- With balances
- 66
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Analysts, Llc CRD 162200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Hilb Group Of New England | Contract administrator | $18,646 |
| Nationwide | Contract administrator, Participant loan processing, Direct payment from the plan | $13,440 |
| Capital Analysts, Inc. | Investment advisory (plan) | $11,458 |
| Proaccount | Investment advisory (participants) | $163 |