Seed Intellectual Property Law Group Llp 401(k) Profit Sharing Plan
Sponsored by Seed Intellectual Property Law Group Llp · EIN 912014327 · Plan #001
- Total assets
- $63.4M
- Net assets
- $63.3M
- Active participants
- 145
- With balances
- 215
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 |
|---|---|---|
| Row Asset Management, Llc CRD 168336 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vwc, Ps | Accounting, Direct payment from the plan | $31,334 |
| Nwps | Consulting (general), Participant loan processing, Participant communication | $24,576 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $14,580 |
| Roth Asset Management, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $13,700 |