First Rate, Inc. Profit Sharing Plan (With 401(k) Safe Harbor Provisions)
Sponsored by First Rate, Inc. · EIN 752391523 · Plan #001
- Total assets
- $31.9M
- Net assets
- $31.9M
- Active participants
- 91
- With balances
- 117
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).
No Schedule C on file for this plan year.