Pease Bell Cpas, Llc 401(k) Profit Sharing Plan
Sponsored by Pease Bell Cpas, Llc · EIN 364267431 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 115
- With balances
- 127
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 |
|---|---|---|
| Enza Financial, Llc CRD 315827 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Enza Financial Llc | Investment advisory (plan) | $48,933 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,920 |