Chiampou Travis Besaw & Kershner Llp 401(k) Plan
Sponsored by Chiampou Travis Besaw & Kershner Llp · EIN 161468002 · Plan #001
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 147
- With balances
- 193
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 |
|---|---|---|
| Bryant Woods Investment Advisors, Llc CRD 109379 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Landmark Wealth Management | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $100,889 |
| P&A Retirement Plan Services Inc | Contract administrator, Recordkeeping, Participant loan processing | $37,439 |