Pierce Atwood Llp 401(k) Plan
Sponsored by Pierce Atwood Llp · EIN 010190452 · Plan #001
- Total assets
- $138M
- Net assets
- $138M
- Active participants
- 260
- With balances
- 340
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 |
|---|---|---|
| H. M. Payson & Co. CRD 2993 | fuzzy_auto · 97% | 2024 |
| Appleton Partners, Inc. CRD 110049 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rm Davis Inc | Investment advisory (participants), Direct payment from the plan | $66,949 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $43,549 |
| H. M. Payson & Co. | Investment advisory (participants), Direct payment from the plan | $31,858 |
| Spinnaker Trust | Investment advisory (participants), Direct payment from the plan | $19,514 |
| Appleton Partners Inc | Investment advisory (participants), Direct payment from the plan | $8,426 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,197 |