Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust
Sponsored by Falvey Insurance Group Ltd · EIN 272098797 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 176
- With balances
- 196
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner | Investment advisory (plan) | $36,907 |
| Paychex, Inc. | Contract administrator, Recordkeeping | $19,226 |