Aquinas Companies 401 K/Profit Sharing Plan
Sponsored by Aquinas Companies, Llc · EIN 741164059 · Plan #001
- Total assets
- $73.4M
- Net assets
- $73.4M
- Active participants
- 265
- With balances
- 376
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $52,201 |
| Capfinancial Partners Llc | Investment advisory (plan) | $38,988 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $23,074 |
| Crowe Llp | Accounting | $12,750 |
| Pannell Kerr Forster Of Texas, P.C | Accounting | $9,125 |