Pennsylvania Tool Sales & Services Profit Sharing Plan
Sponsored by Pennsylvania Tool Sales & Services · EIN 251356417 · Plan #003
- Total assets
- $58.5M
- Net assets
- $58.5M
- Active participants
- 137
- With balances
- 146
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stone Securities Inc. CRD 162909 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stonex Securities Inc | Investment advisory (plan) | $81,867 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $33,199 |