Your Part Time Controller, Llc 401(k) Profit Sharing Plan
Sponsored by Your Part Time Controller, Llc · EIN 223631980 · Plan #001
- Total assets
- $53.5M
- Net assets
- $53.5M
- Active participants
- 736
- With balances
- 773
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 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $63,484 |
| Empower Annuity Insurance Of Americ | Recordkeeping fees | $33,903 |
| Atr, Inc. | Contract administrator | $29,465 |
| Empower Advisory Group, Llc | Investment management | $23,491 |