Fil Tec, Inc. Profit Sharing Plan
Sponsored by Fil Tec, Inc. · EIN 521112383 · Plan #002 · Cavetown, MD
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 166
- With balances
- 194
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 |
|---|---|---|
| Cibc Private Wealth Advisors, Inc. CRD 109644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cibc Private Wealth Advisors Inc | Investment advisory (plan) | $21,876 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $2,700 |