Collins + Collins 401(k) Profit Sharing Plan
Sponsored by Collins + Collins, Llp · EIN 953948952 · Plan #004
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 124
- With balances
- 131
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment advisory (plan), Direct payment from the plan | $27,047 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Direct payment from the plan | $5,035 |