AUMdb

Frazer, Llp Profit Sharing Plan

Sponsored by Frazer, Llp · EIN 954108809 · Plan #001

Total assets
$24.0M
Net assets
$24.0M
Active participants
65
With balances
111

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lynn Janzen, Cpa Accounting $13,125
Wilshire Associates, Inc Investment advisory (participants) $6,218
John Hancock Life Insurance Company Recordkeeping $164