Panorama Retirement Plan And Trust
Sponsored by Panorama · EIN 943048988 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 259
- With balances
- 248
Plan year beginning 08/01/2024 · Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Sweeney Conrad, P.S. | Accounting, Investment advisory (plan), Direct payment from the plan | $38,109 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $33,262 |
| Scs | Investment advisory (plan), Direct payment from the plan | $13,991 |