Alexander & Associates Co. Profit Sharing And 401(k) Plan
Sponsored by Alexander & Associates Co. · EIN 310643856 · Plan #001
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 93
- With balances
- 129
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 |
|---|---|---|
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pca Investment Advisory Services | Investment advisory (plan) | $54,880 |
| Pension Corporation Of America | Contract administrator, Recordkeeping, Sub-transfer agency fees | $31,348 |
| Charles Schwab Trust Bank | Direct payment from the plan, Investment management fees (indirect), Float revenue | $0 |