The Anderson Kill P.C. Profit Sharing Plan
Sponsored by Anderson Kill P.C. · EIN 132743351 · Plan #002
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 126
- With balances
- 230
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Consulting (general) | $28,279 |
| Usi Consulting Group, Inc. | Consulting (general) | $18,640 |
| Roberts & Holland Llp | Legal | $12,403 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,293 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$12,554 |