Youngwilliams P.C. 401(k) Profit Sharing Plan
Sponsored by Youngwilliams, P.C. · EIN 640847009 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 996
- With balances
- 408
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $53,811 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Consulting fees | $25,017 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |