Patterson & Sheridan, Llp Profit Sharing 401(k) Plan
Sponsored by Patterson & Sheridan, Llp · EIN 223340889 · Plan #001
- Total assets
- $53.7M
- Net assets
- $53.7M
- Active participants
- 137
- With balances
- 232
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Assuredpartners Investment Advisors, Llc CRD 309550 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (plan) | $41,366 |
| Stancorp Financial Group, Inc. | Claims processing, Recordkeeping, Custodial (other) | $40,490 |
| Assuredpartners Investment Advisors | Investment advisory (plan) | $15,378 |
| Economic Group Pension Services | Contract administrator | $0 |
| Total Schwab | Custodial (securities) | $0 |