Prager Metis Cpas, Llc 401(k) Savings Plan I
Sponsored by Prager Metis Cpas, Llc · EIN 061667465 · Plan #003
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 296
- With balances
- 544
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 |
|---|---|---|
| Perigon Wealth Management, Llc CRD 131037 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $185,690 |
| Danziger & Markhoff Llp | Recordkeeping, Consulting fees | $43,918 |
| Leafhouse, Financial Advisors, Llc | Investment advisory (participants) | $35,861 |
| Perigon Wealth Management | Investment advisory (participants) | $35,861 |
| Caron & Bletzer, Pllc | Accounting | $16,000 |