Palecek Profit Sharing And 401(k) Plan
Sponsored by Palecek · EIN 942312802 · Plan #003
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 234
- With balances
- 324
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $48,099 |
| Silicon Valley Accou | Consulting (general) | $15,400 |
| Purshe Kaplan Sterling Inv | Investment advisory (plan) | $5,000 |