Poms & Associates Insurance Brokers, Llc 401(k) Profit Sharing Plan
Sponsored by Poms & Associates Insurance Brokers, Llc · EIN 954314381 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 110
- With balances
- 178
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (plan) | $65,478 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,008 |