Chadwick Baross, Inc. Savings And Profit Sharing Plan
Sponsored by Chadwick Baross, Inc. · EIN 010143440 · Plan #001
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 171
- With balances
- 249
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 |
|---|---|---|
| Sandhill Capital Partners Llc CRD 129800 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $26,605 |
| Sandhill Invesment Mgmt | Investment advisory (plan), Direct payment from the plan | $12,875 |