Pawling Corporation 401(k) Profit Sharing Plan & Trust
Sponsored by Pawling Corporation · EIN 141277239 · Plan #003
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 79
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Excel Wealth Management, Llc CRD 299602 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Excel Wealth Management, Llc | Investment advisory (participants) | $23,314 |
| Paychex, Inc. | Recordkeeping | $16,095 |