Fazio Mechanical Services, Inc. Profit Sharing Plan
Sponsored by Fazio Mechanical Services, Inc. · EIN 251581957 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 90
- With balances
- 107
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors, Llc | Investment advisory (plan) | $27,394 |
| Metro Benefits, Inc. | Contract administrator | $5,408 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $2,762 |