Atkins & Pearce 401 (K) Plan
Sponsored by Atkins & Pearce 401(k) Plan · EIN 611252163 · Plan #002
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 290
- With balances
- 206
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Brinker Capital Investments Llc | Investment advisory (plan) | $31,978 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,675 |