P & A Industrial Fabrications, Llc 401(k) Plan
Sponsored by P & A Industrial Fabrications, Llc · EIN 830463373 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 258
- With balances
- 255
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 |
|---|---|---|
| Form Wealth Advisors, Llc CRD 326519 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Ins Co | Recordkeeping, Investment management, Shareholder servicing fees | $36,260 |
| Forvis Wealth Advisors, Llc | Investment advisory (participants) | $25,235 |
| Frost, Pllc | Accounting | $15,039 |