Uricchio, Howe & Krell, P. A. Profit Sharing Plan
Sponsored by Uricchio, Howe & Krell, P.A. · EIN 570681886 · Plan #002
- Total assets
- —
- Net assets
- —
- Active participants
- 21
- With balances
- 27
Plan year beginning 04/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Participant loan processing, Direct payment from the plan | $60,796 |
| Erisa Services, Inc. | Contract administrator, Direct payment from the plan, Other services | $629 |
| Raymond James & Associates, Inc. | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |