Coblentz Patch Duffy & Bass Llp 401(k) Profit Sharing Plan
Sponsored by Coblentz Patch Duffy & Bass Llp · EIN 941244910 · Plan #002
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 155
- With balances
- 193
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc | Investment advisory (plan) | $14,858 |
| Wealth Management Systems Inc | Other services | $0 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$8,830 |