Deans Professional Plumbing In 401(k) Profit Sharing Plan & Trust
Sponsored by Deans Professional Plumbing Inc · EIN 411847254 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 151
- With balances
- 160
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services, Llc | Investment advisory (participants) | $21,331 |
| Paychex, Inc. | Recordkeeping | $14,645 |