Poindexter Nut Company , Inc. 401 K Profit Sharing Plan
Sponsored by Poindexter Nut Company, Inc. · EIN 462070320 · Plan #001 · Selma, CA
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 272
- With balances
- 296
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Corporation | Investment advisory (plan) | $18,124 |
| Baker Chi & Parkey Accountancy Corp | Accounting | $9,300 |
| Pension Design, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,000 |
| Transamerica Life Insurance Co. | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,897 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $758 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $4.0M | 272 | ack 20250703104759NAL0000955072001 |
| 01/01/2021 | $3.6M | 420 | ack 20250703104200NAL0001119442001 |
| 01/01/2020 | $3.2M | 443 | ack 20250703103907NAL0000520577001 |
| 01/01/2019 | $2.4M | 535 | ack 20250613105541NAL0013550931001 |