Falconwood, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Falconwood, Inc. · EIN 383653794 · Plan #001
- Total assets
- $41.0M
- Net assets
- $41.0M
- Active participants
- 300
- With balances
- 392
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $68,514 |
| Pinnacle Bank | Recordkeeping, Trustee (institutional), Other services | $9,736 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $41.0M | 300 | ack 20251015061413NAL0005492848001 |
| 01/01/2021 | $28.6M | 282 | ack 20250317140202NAL0001429427001 |