Ira Green Inc 401 (K) Profit Sharing Plan & Trust
Sponsored by Ira Green Inc · EIN 131517988 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 204
- With balances
- 319
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 |
|---|---|---|
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Patriot Financial | Recordkeeping, Investment advisory (participants) | $13,997 |
| Paychex | Recordkeeping, Investment advisory (participants) | $7,108 |