Taylor & Associates Architects 401 K/Profit Sharing Plan
Sponsored by Taylor & Associates Architects, Inc. · EIN 330166584 · Plan #001
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 109
- With balances
- 143
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $31,763 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $20,386 |