Marshall Dennehey, P.C. Savings & Investment Plan
Sponsored by Marshall Dennehey, P.C. · EIN 231724150 · Plan #002
- Total assets
- $268M
- Net assets
- $268M
- Active participants
- 1,091
- With balances
- 1,074
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bassman, Adelman And Weiss Pc | Investment management, Direct payment from the plan | $91,179 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $65,557 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $65,150 |
| Charles Schwab & Co., Inc. | Securities brokerage, Float revenue, Securities brokerage commissions | $3 |