Parsons Behle & Latimer Profit Sharing Plan & Trust
Sponsored by Parsons Behle & Latimer · EIN 870279766 · Plan #002
- Total assets
- $160M
- Net assets
- $160M
- Active participants
- 316
- With balances
- 285
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Participant-directed brokerage accounts
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 Invt. Inst. Ops. Co. Llc. | Sub-transfer agency fees | $0 |