Brock & Scott Pllc 401 K Profit Sharing Plan And Trust
Sponsored by Brock & Scott Pllc · EIN 562107459 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 628
- With balances
- 534
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 |
|---|---|---|
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Truist Advisory Services, Inc. | Investment advisory (participants) | $53,515 |
| Paychex, Inc. | Recordkeeping | $39,030 |
| Mesirow | Investment advisory (plan) | $6,744 |