Maner, Costerisan & Ellis, P.C. Profit Sharing Plan And 401(k) Cash Accumulation Plan
Sponsored by Maner Costerisan & Ellis Pc · EIN 382157642 · Plan #001
- Total assets
- $37.1M
- Net assets
- $37.1M
- Active participants
- 184
- With balances
- 237
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 |
|---|---|---|
| Advisory Alpha, Llc CRD 158282 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advisory Alpha, Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $140,586 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $20,979 |
| Reilly, Penner & Benton, Llp | Accounting, Direct payment from the plan | $9,700 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $7,152 |