Formentera Partners 401(k) Plan
Sponsored by Formentera Partners, Lp · EIN 852633960 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 244
- With balances
- 201
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Asset Management, Llc | Investment advisory (plan), Direct payment from the plan | $60,426 |
| Ascensus Llc | Other fees, Recordkeeping, Direct payment from the plan | $945 |