Pediatric Advanced Therapy 401(k) Profit Sharing Plan And Trust
Sponsored by Lolly Therapeutics Llc · EIN 464687452 · Plan #001 · Mooresville, NC
- Total assets
- $749K
- Net assets
- $749K
- Active participants
- 105
- With balances
- 68
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Colonial Trust Advisors, Inc. CRD 110257 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $9,099 |
| The Retirement Advantage, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,975 |
| Colonial Trust Advisors | Investment advisory (plan) | $1,373 |