Fletcher Tilton Pc Profit Sharing Plan And Trust
Sponsored by Fletcher Tilton Pc · EIN 042628601 · Plan #001
- Total assets
- $38.6M
- Net assets
- $38.6M
- Active participants
- 92
- With balances
- 117
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bdo | Accounting | $32,684 |
| Fidelity Inv Inst Operations | Participant loan processing, Recordkeeping fees, Account maintenance fees | $11,419 |
| Wells Fargo Clearing Services Llc | Other fees | $0 |
| Morgan Stanley Smith Barney | Other fees | $0 |