Fabsco Shell And Tube, Llc 401(k) Profit Sharing Plan
Sponsored by Fabsco Shell And Tube Llc · EIN 731516707 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 159
- With balances
- 131
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 |
|---|---|---|
| Capital Advisors, Inc. CRD 104643 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Advisors Inc | Investment advisory (plan) | $13,503 |
| Conklin Gilpin Wertz | Accounting | $7,000 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $350 |