Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan
Sponsored by Flaherty, Sensabaugh & Bonasso, P.L.L.C · EIN 550710558 · Plan #001
- Total assets
- $49.5M
- Net assets
- $49.5M
- Active participants
- 75
- With balances
- 98
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mckinley Carter Trust Company | Investment management | $71,383 |
| Lpl Financial, Llc | Investment advisory (plan) | $62,505 |
| Argent Trust Company, N.A | Investment management | $35,543 |
| Cerity Partners | Investment management | $33,407 |
| Janney Montgomery Scott | Investment management | $10,513 |
| Capital Group Retirment Plan Servic | Recordkeeping fees | $1,487 |