Palmer Johnson Incentive Savings Plan
Sponsored by Palmer Johnson Enterprises, Inc. · EIN 390746894 · Plan #002
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 194
- With balances
- 237
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Private Advisor Group Llc | Investment advisory (plan) | $45,897 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,377 |