Scully Company 401(k)/Profit Sharing Plan
Sponsored by Scully Company · EIN 231604780 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.0M
- Active participants
- 285
- With balances
- 301
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 |
|---|---|---|
| Legacy Advisors, Llc CRD 139830 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Participant loan processing | $75,140 |
| Legacy Advisors Llc | Investment advisory (plan), Other fees | $130 |
| The Paragon Alliance Group Llc | Other services, Other fees | $0 |