Pineleaf Investments, Inc. Profit Sharing Plan
Sponsored by Pineleaf Investments Inc. · EIN 581515939 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 170
- With balances
- 359
Plan year beginning 07/01/2024 · Profit-sharing
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 |
|---|---|---|
| Merrill Lynch | Investment management | $15,227 |
| Precision Plan Administration | Contract administrator | $10,450 |
| Howard, Moore & Mcduffie, Pc | Accounting | $4,565 |