Farella Braun And Martel Llp Profit Sharing And 401(k) Plan
Sponsored by Farella Braun And Martel Llp · EIN 941527242 · Plan #001
- Total assets
- $237M
- Net assets
- $237M
- Active participants
- 164
- With balances
- 214
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hightower Advisors Llc | Other fees | $39,638 |
| Usb Financial Services, Inc. | Investment advisory (plan) | $35,793 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $28,442 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $26,354 |
| Tortoise Investment Management | Other fees | $8,858 |