Preston Management, Inc. 401(k) Profit Sharing Plan
Sponsored by Preston Management, Inc. · EIN 251848938 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 370
- With balances
- 247
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Advisors Asset Mgt | Investment advisory (participants), Investment management fees (direct) | $60,529 |
| John Hancock Life Ins Co Usa | Recordkeeping, Investment management, Shareholder servicing fees | $4,676 |