Venables Bell & Partners Llc 401(k) Profit Sharing Plan
Sponsored by Venables Bell & Partners Llc · EIN 680475041 · Plan #001
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 45
- With balances
- 175
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 |
|---|---|---|
| Kauzer Capital Management, Llc CRD 335715 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Karp Capital Management | Investment advisory (participants) | $54,751 |
| John Hancock Life Insurance Company | Recordkeeping | $3,058 |