AUMdb

Posillico 401(k) Profit Sharing Plan

Sponsored by Posillico Civil, Inc. · EIN 111529032 · Plan #003

Total assets
$66.0M
Net assets
$66.0M
Active participants
685
With balances
533

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $67,001
Ampf Holding Corporation Investment advisory (participants) $56,681
Leafhouse Financial Advisors Llc Investment advisory (plan) $24,012