Blankenship Cpa Group 401(k) Profit Sharing Plan
Sponsored by Blankenship Cpa Group, Pllc · EIN 450491842 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 168
- With balances
- 146
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 |
|---|---|---|
| Sagespring Wealth Partners CRD 283515 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sagespring Wealth Partners | Investment advisory (plan) | $40,614 |
| Capital Group Retirement Plan Ser. | Recordkeeping fees | $15,241 |
| Acuff & Associates | Contract administrator | $840 |
| July Business Services | Contract administrator | $270 |