Codilis & Associates, P. C. 401(k) Profit Sharing Plan
Sponsored by Codilis & Associates, P.C. · EIN 363258748 · Plan #001
- Total assets
- $37.2M
- Net assets
- $37.2M
- Active participants
- 293
- With balances
- 291
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Iron Fiduciary | Named fiduciary | $17,583 |
| Nationwide | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $10,648 |
| Howard Simon & Associates, Inc. | Consulting (pension), Participant loan processing, Direct payment from the plan | $4,688 |
| Lpl Financial Llc | Investment advisory (participants), Investment advisory (plan) | $0 |