Pasternack Tilker Ziegler Walsh Stanton & Romano Llp Profit Sharing Plan
Sponsored by Pasternack Tilker Ziegler Walsh Stanton & Romano Llp · EIN 272901122 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 95
- With balances
- 145
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Nework | Investment advisory (plan), Investment management, Other investment fees and expenses | $26,543 |
| Nationwide | Investment advisory (participants), Investment advisory (plan), Investment management | $10,810 |
| Planned Financial Programs Co | Accounting, Contract administrator, Recordkeeping | $1,537 |