Schwartz & Associates, P.A. 401(k) Salary Savings Plan
Sponsored by Schwartz & Associates, P. A. · EIN 640854447 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 114
- With balances
- 134
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pinnacle Insurance Agency | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $25,586 |
| Hub International Gulf South | Contract administrator, Direct payment from the plan, Other fees | $13,960 |
| Matthews Cutrer & Lindsay, P.A. | Accounting, Direct payment from the plan | $11,500 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Investment management fees (indirect) | $1,377 |