Beales Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Beales Llc · EIN 113708895 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 182
- With balances
- 76
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Levelized Compensation Advisor | Investment advisory (plan) | $31,457 |
| Paychex, Inc. | Recordkeeping | $9,068 |