Historic Palm Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Historic Palm Llc · EIN 830425861 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 85
- With balances
- 151
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 |
|---|---|---|
| Stonehenge Retirement Planners Llc CRD 292489 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stonehenge Retirement Planners Llc | Investment advisory (participants) | $12,541 |
| Paychex, Inc. | Recordkeeping | $9,220 |
| 401 K Generation | Contract administrator | $9,125 |