Parr Brown Profit Sharing Plan
Sponsored by Parr Brown Gee & Loveless, A Professional Corporation · EIN 870307691 · Plan #001
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 118
- With balances
- 190
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $63,771 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $46,563 |