Pharma Tech Industries 401(k) Plan
Sponsored by Broadview Investments, Llc · EIN 202971461 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 188
- With balances
- 178
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $18,631 |
| Lincoln National Corporation | Contract administrator | $16,716 |
| Empower | Insurance agents and brokers, Investment advisory (participants), Investment advisory (plan) | $7,389 |
| Ascensus Llc | Contract administrator | $3,831 |