Tarbell & Keystone 401(k) Profit Sharing Plan
Sponsored by Tarbell & Brodich Professional Association · EIN 020457363 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 306
- With balances
- 111
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Bank Of New Hampshire | Trustee (institutional), Distribution (12b-1) fees | $24,456 |
| Benefit Plan Admin Services, Inc | Trustee (institutional), Distribution (12b-1) fees | $19,891 |