Pasquinelli Produce Co. Profit Sharing Plan
Sponsored by Pasquinelli Produce Co. · EIN 860734797 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 353
- With balances
- 308
Plan year beginning 01/01/2024 · Profit-sharing, Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Fiduciary First, Llc CRD 150330 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (plan), Investment management, Investment management fees (direct) | $51,316 |
| Mgks | Actuarial | $22,432 |
| Fiduciary Wise, Llc | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $12,500 |
| Wallace, Plese Dreher, Llp | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $11,300 |