Confidence Plumbing Company Profit Sharing Plan
Sponsored by Confidence Plumbing Company, Inc. · EIN 841073735 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 108
- With balances
- 132
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Tpa Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,955 |
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,318 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $677 |