Robinson, Bradshaw & Hinson, P.A. Profit Sharing Plan
Sponsored by Robinson, Bradshaw & Hinson, P.A. · EIN 560944079 · Plan #001
- Total assets
- $194M
- Net assets
- $194M
- Active participants
- 256
- With balances
- 299
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 |
|---|---|---|
| Glassy Mountain Advisors, Inc. CRD 314937 | deterministic · 100% | 2024 |
| Kingsferry Capital Llc CRD 291522 | fuzzy_auto · 94% | 2024 |
| Bragg Financial Advisors Inc CRD 108780 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Glassy Mountain Advisors Inc | Investment advisory (participants), Direct payment from the plan | $68,790 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $53,307 |
| Kingfisher Capital Llc | Investment advisory (participants), Direct payment from the plan | $31,303 |
| Bragg Financial Advisors Inc | Investment advisory (participants), Direct payment from the plan | $31,168 |
| Charles Schwab & Co.,Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $674 |