Alan Plummer Associates, Inc. Profit Sharing Plan
Sponsored by Alan Plummer Associates, Inc. · EIN 751595621 · Plan #001
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 243
- With balances
- 305
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 |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Llc | Investment advisory (plan) | $52,482 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $13,363 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,515 |