Fuss & O'neill Profit Sharing & Employee Savings Plan
Sponsored by Fuss & Oneill, Inc. · EIN 060845648 · Plan #002
- Total assets
- $81.2M
- Net assets
- $81.2M
- Active participants
- 0
- With balances
- 551
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $89,403 |
| Creative Planning Holdco Llc | Investment advisory (plan) | $64,007 |
| Janney Montgomery Scott Llc | Investment advisory (plan) | $18,953 |
| Fuss & O Neill Inc | Other fees | $14,650 |
| Pasi, Llc | Contract administrator | $12,440 |