Elizabeth Charles Corporation 401(k) Profit Sharing Plan
Sponsored by Elizabeth Charles Corporation · EIN 411758248 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 229
- With balances
- 244
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 |
|---|---|---|
| Gen Financial Management Inc. CRD 110179 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gen Financial Management | Investment advisory (plan) | $37,982 |