First Colony Mortgage Corp. Profit Sharing Plan
Sponsored by First Colony Mortgage Corp. · EIN 870415314 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 301
- With balances
- 327
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 |
|---|---|---|
| Wealth Navigation, Llc CRD 140612 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $123,836 |
| Resources Investment Adv | Investment advisory (plan), Direct payment from the plan, Other fees | $13,532 |
| Oak Lane Advisors | Investment advisory (plan), Other fees | $0 |