Young, Thagard, Hoffman, Llp Profit Sharing Plan
Sponsored by Young Thagard Hoffman, Llp · EIN 580898982 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 21
- With balances
- 32
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Merill Lynch Pierce, Fenner & Smith | Investment management, Securities brokerage | $56,063 |