Kollsman, Inc. Defined Benefit Retirement Plan
Sponsored by Elbitamerica, Inc. · EIN 510345236 · Plan #002
- Total assets
- $58.9M
- Net assets
- $58.9M
- Active participants
- 83
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Angell Pension Group, Inc. | Actuarial | $39,325 |
| Whitley Penn Llp | Accounting | $29,870 |
| Fiducient Advisors Llc | Investment advisory (plan) | $28,358 |
| Principal Trust Company | Trustee (institutional), Trustee (discretionary), Sub-transfer agency fees | $26,792 |