Pachulski Stang Ziehl & Jones Llp Profit Sharing Plan
Sponsored by Pachulski Stang Ziehl & Jones Llp · EIN 953823150 · Plan #001
- Total assets
- $148M
- Net assets
- $148M
- Active participants
- 111
- With balances
- 138
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 94% | 2024 |
| Victoria Capital Management, Inc. CRD 107665 | fuzzy_auto · 98% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Signature Estate & Investment | Investment advisory (participants), Direct payment from the plan | $43,105 |
| Victoria Capital Management In | Investment advisory (participants), Direct payment from the plan | $21,543 |
| Capfinancial Partners Llc | Investment advisory (participants), Direct payment from the plan | $16,779 |
| Beacon Pointe Advisors Llc | Investment advisory (participants), Direct payment from the plan | $16,237 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,616 |