Cole, Scott & Kissane, Pa 401(k) Plan
Sponsored by Cole, Scott & Kissane, P.A. · EIN 620792149 · Plan #001
- Total assets
- $59.3M
- Net assets
- $59.3M
- Active participants
- 1,196
- With balances
- 1,345
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 |
|---|---|---|
| Truist Bank | Investment management, Direct payment from the plan | $94,681 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $89,039 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |