Poteat, Inc. Profit Sharing Plan
Sponsored by Poteat, Inc. · EIN 560705992 · Plan #001 · Laurinburg, NC
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 150
- With balances
- 186
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 |
|---|---|---|
| John Hancock Life Insurance Co. | Recordkeeping, Investment management, Shareholder servicing fees | $1,542 |