Chuck Patterson, Inc. 401(k) Profit Sharing Plan
Sponsored by Chuck Patterson, Inc. · EIN 942644759 · Plan #001
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 96
- With balances
- 131
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Matrix Trust Company | Contract administrator, Trustee (individual) | $59,446 |
| Sheakley Workforce Management Llc D | Contract administrator | $12,945 |