Beachfleischman, Pllc 401(k) Plan
Sponsored by Beachfleischman Pllc · EIN 860683059 · Plan #001
- Total assets
- $51.6M
- Net assets
- $51.6M
- Active participants
- 219
- With balances
- 263
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 |
|---|---|---|
| Merrill Lynch | Investment advisory (plan), Participant communication, Direct payment from the plan | $113,022 |
| Lincoln National Corporation | Recordkeeping, Investment advisory (plan), Participant loan processing | $43,463 |
| Pinnacle Pension Services | Recordkeeping, Consulting (general), Participant loan processing | $5,950 |