Exterior Design, Inc. Profit Sharing Plan
Sponsored by Exterior Design, Inc. Dba The Perennial Farm · EIN 521257744 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 105
- With balances
- 130
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nardone Pridgeon & Company, P.A. | Accounting | $15,000 |
| Clf Retirement Planning, Llc | Other services | $8,370 |
| Lpl Financial | Investment advisory (plan) | $0 |