AUMdb

Fcarchitects Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Fcarchitects Inc · EIN 232185704 · Plan #002

Total assets
$19.4M
Net assets
$19.4M
Active participants
147
With balances
162

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Investment advisory (participants) $34,407
Paychex, Inc. Recordkeeping $21,719
Kistler Tiffany Advisors Investment advisory (participants) $10,683