Princeton Property Management, Inc. 401(k) Profit Sharing Plan
Sponsored by Princeton Property Management, Inc · EIN 930855814 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 148
- With balances
- 168
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 |
|---|---|---|
| Northwest Capital Management Inc CRD 108091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,411 |
| Northwest Capital Management | Investment advisory (plan) | $17,820 |
| Hoffman, Stewart & Schmidt, P.C. | Accounting | $15,750 |