535 Main Llc Profit Sharing Plan
Sponsored by 535 Main Llc · EIN 010672358 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 288
- With balances
- 388
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Parthenon Llc CRD 107794 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Parthenon Llc | Investment advisory (plan) | $20,165 |
| Charles Schwab Bank | Custodial (other), Custodial (securities) | $2,819 |
| Charles Schwab & Co., Inc. | Securities brokerage, Investment management fees (indirect) | $30 |