Townsends Combined Pension Plan
Sponsored by The Indian River Trust · EIN 510377325 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcdermott Will And Emery | Legal, Direct payment from the plan | $232,891 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $152,032 |
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $24,448 |
| Frost Pllc | Accounting, Direct payment from the plan | $14,709 |
| Bcg Pension Risk Consult | Investment advisory (plan), Direct payment from the plan | $10,000 |
| Cadwalader And | Insurance agents and brokers, Direct payment from the plan | $6,378 |