Sheehan Phinney Bass & Green Pa Profit Sharing Plan And Trust
Sponsored by Sheehan Phinney Bass & Green Pa · EIN 020315777 · Plan #001 · Manchester, NH
- Total assets
- $83.5M
- Net assets
- $83.5M
- Active participants
- 114
- With balances
- 139
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $597 |