AUMdb

Peckar & Abramson, Pc Profit Sharing 401(k) Plan

Sponsored by Peckar & Abramson, Pc · EIN 222195219 · Plan #002

Total assets
$45.9M
Net assets
$45.9M
Active participants
143
With balances
194

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Commonwealth Equity Services Llc Investment advisory (plan) $137,198
Empower Annuity Insurance Company Recordkeeping fees $21,389
Associated Pension Consultants Contract administrator $17,249
Empower Advisory Group, Llc Investment management $5,208