Azurite Professional Community 401(k) And Profit Sharing Plan
Sponsored by Azurite Professional Community, Inc. · EIN 934207776 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 11/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $37,821 |
| Cetera Advisor Networks Insurance S | Other services, Other commissions | $0 |
| Pattison Pension Specialists | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
| Morningstar Investment Mgmt Llc | Investment advisory (participants), Consulting fees | $0 |