Flood & Peterson Insurance, Inc. Profit Sharing Plan
Sponsored by Flood & Peterson Insurance, Inc. · EIN 840475762 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 102
- 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 |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Innovest Portfolio Solutions Llc | Investment advisory (plan) | $49,786 |
| Rubin Brown Llp | Accounting | $17,705 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,533 |