Feist Watson Enterprises, Inc. Profit Sharing Plan
Sponsored by Feist Watson Enterprises · EIN 810379981 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 195
- With balances
- 251
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 |
|---|---|---|
| Lpl Financial | Recordkeeping, Consulting (pension), Direct payment from the plan | $43,515 |
| Leafhouse Financial Advisors Llc | Recordkeeping, Trustee (institutional), Other services | $10,654 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $8,286 |
| Charles Schwab Investment Mgmt Inc. | Securities brokerage | $126 |