Powers And Sons, Llc 401(k) Plan
Sponsored by Powers And Sons, Llc · EIN 331009205 · Plan #001
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 222
- With balances
- 267
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other commissions, Other fees, Participant loan processing | $56,546 |
| Shepherd Financial Investment | Investment advisory (plan), Direct payment from the plan | $13,260 |