Pietragallo Gordon Alfano Bosick & Raspanti, Llp Salary Reduction Profit Sharing Plan
Sponsored by Pietragallo Gordon Alfano Bosick & Raspanti · EIN 251543933 · Plan #001
- Total assets
- $49.2M
- Net assets
- $49.2M
- Active participants
- 102
- With balances
- 141
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 |
|---|---|---|
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 98% | 2024 |
| Aureus Asset Management, Llc CRD 136674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aureus Asset Management | Investment management | $108,971 |
| Robert W Baird & Co., Incorporated | Investment advisory (plan) | $52,425 |
| Urish Popeck & Co., Llc | Accounting | $7,739 |
| Metro Benefits, Inc. | Contract administrator | $7,131 |
| Capital Research & Management Comp | Recordkeeping fees | $1,100 |