Jerry Pate Company Retirement Plan
Sponsored by Jerry Pate Company · EIN 593472632 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 178
- With balances
- 139
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 |
|---|---|---|
| Southbridge Advisors, Llc CRD 306075 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southbridge Advisors Llc | Investment advisory (plan) | $27,739 |
| Saltmarsh Cleaveland & Gund, Pa | Accounting | $2,700 |
| Empower Advisory Group,Llc | Investment management | $1,489 |
| Azalea Administration | Contract administrator | $1,050 |
| Empower Annuity Insurance Company | Recordkeeping fees | $1,000 |