Am Pierce & Associates 401(k) Plan
Sponsored by Am Pierce & Associates, Inc. · EIN 261231257 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 144
- With balances
- 149
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (participants), Investment advisory (plan) | $33,802 |
| John Hancock Life Insurance Company | Recordkeeping, Participant loan processing, Distribution (12b-1) fees | $29,313 |
| Duncan Acconting & Tax Svcs, Inc. | Contract administrator | $284 |