Pritchard & Abbott, Inc. 401(k) Profit Sharing And Employee Stock Ownership Plan
Sponsored by Pritchard & Abbott, Inc. · EIN 751782738 · Plan #003
- Total assets
- $48.8M
- Net assets
- $48.8M
- Active participants
- 109
- With balances
- 174
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 |
|---|---|---|
| Rogers Wealth Group, Inc. CRD 107409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rogers Wealth Group, Inc. | Recordkeeping, Investment management, Named fiduciary | $103,508 |
| Matrix Trust Compay | Custodial (other), Custodial (securities), Trustee (institutional) | $6,832 |