Plunkett Cooney, P.C. Employees' Profit Sharing Plan
Sponsored by Plunkett Cooney, P.C. · EIN 381896842 · Plan #001
- Total assets
- $87.2M
- Net assets
- $87.2M
- Active participants
- 157
- With balances
- 220
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | fuzzy_auto · 97% | 2024 |
| Planning Alternatives Ltd CRD 110268 | deterministic · 100% | 2024 |
| Shuttleworth & Company CRD 121382 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $115,747 |
| Cbiz Investment Advisory Servi | Investment management, Direct payment from the plan | $47,502 |
| William Blair Investment Mgmt | Investment advisory (participants), Direct payment from the plan | $12,047 |
| Planning Alternatives Ltd | Investment advisory (participants), Direct payment from the plan | $6,136 |
| Shuttleworth & Company | Investment advisory (participants), Direct payment from the plan | $5,887 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $497 |