R.W. Beckett Profit Sharing And 401(k) Plan
Sponsored by R.W. Beckett Corporation · EIN 340673444 · Plan #001
- Total assets
- $38.9M
- Net assets
- $38.9M
- Active participants
- 273
- With balances
- 356
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 |
|---|---|---|
| Highland Consulting Associates Inc. CRD 109834 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $24,728 |
| Highland Consulting Associates | Investment advisory (plan) | $9,904 |