Pattison Company, Llc 401(k) Profit Sharing Plan
Sponsored by Pattison Company, Llc · EIN 260130847 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 158
- With balances
- 219
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Accel Wealth Management Llc CRD 286201 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (participants) | $14,712 |
| Accel Wealth Management Llc | Investment advisory (plan) | $14,173 |
| John Hancock | Recordkeeping, Float revenue, Soft dollars commissions | $3,416 |