Federal Management Partners, Inc. 401(k) Profit Sharing Plan
Sponsored by Federal Management Partners, Inc. · EIN 541577240 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 107
- With balances
- 174
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 |
|---|---|---|
| Pbmares Wealth Management Llc CRD 116218 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pbmares Wealth Management, Llc | Investment advisory (participants) | $36,316 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Sub-transfer agency fees | $30,861 |