The Prince & Izant Company Profit Sharing Plan And Trust
Sponsored by The Prince & Izant Company · EIN 340471740 · Plan #001
- Total assets
- $32.2M
- Net assets
- $32.2M
- Active participants
- 142
- With balances
- 157
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 |
|---|---|---|
| Highland Consulting Associates Inc. CRD 109834 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Consulting Associates, Inc | Investment advisory (plan), Participant communication, Recordkeeping fees | $34,097 |
| Usi Consulting Group, Inc. | Account maintenance fees | $20,657 |
| Matrix Trust Company | Custodial (other), Trustee (institutional), Direct payment from the plan | $17,638 |