Searcy, Denney Et Al. 401(k) Profit Sharing Plan
Sponsored by Searcy Denney Scarola Barnhart & Shipley, Pa · EIN 591720203 · Plan #003
- Total assets
- $74.2M
- Net assets
- $74.2M
- Active participants
- 149
- With balances
- 201
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 |
|---|---|---|
| Pursuit Wealth Management, Llc CRD 337709 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pursuit Wealth Management | Investment advisory (participants) | $66,901 |
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $45,601 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |
| Mscs Fin Services Div Of Broadridge | Shareholder servicing fees, Sub-transfer agency fees, Finders' fees/placement fees | $0 |