Chiesa Shahinian & Giantomasi Pc Cash Balance Plan
Sponsored by Chiesa Shahinian & Giantomasi Pc · EIN 222012591 · Plan #005
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors | Investment management | $36,209 |
| Forvis Mazars Llp | Accounting | $15,400 |
| Us Bank | Trustee (institutional) | $13,850 |