Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan
Sponsored by Swartley Bros. Engineers, Inc. · EIN 231296376 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 245
- With balances
- 276
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Bernardo Wealth Planning, Llc CRD 288705 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $51,388 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan), Other fees | $0 |
| Bernardo Wealth Planning | Investment advisory (plan), Other fees | $0 |