Post & Schell, P.C. Profit Sharing Plan
Sponsored by Post & Schell, P.C. · EIN 231877133 · Plan #002
- Total assets
- $161M
- Net assets
- $161M
- Active participants
- 276
- With balances
- 373
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 |
|---|---|---|
| Advus Financial Partners, Llc CRD 311990 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisors Llc | Consulting (general) | $62,603 |
| Advus Financial Partners, Llc | Investment advisory (plan) | $32,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,082 |