Partnership With Children, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Partnership With Children, Inc. · EIN 135596751 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 111
- With balances
- 140
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 |
|---|---|---|
| Ritholtz Wealth Management CRD 168652 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ritholtz Wealth Management Llc | Investment advisory (participants) | $17,238 |
| Paychex, Inc. | Recordkeeping | $7,680 |