AUMdb

Park Square Enterprises, Inc. Profit Sharing Plan

Sponsored by Park Square Enterprises, Inc. · EIN 592402753 · Plan #001

Total assets
$11.1M
Net assets
$11.1M
Active participants
171
With balances
153

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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 advisory (participants) $23,408
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $4,893