AUMdb

Herrick, Feinstein Llp Savings And Profit Sharing Plan

Sponsored by Herrick, Feinstein Llp · EIN 132991662 · Plan #002

Total assets
$82.1M
Net assets
$82.1M
Active participants
128
With balances
184

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $36,531
Eisner Amper Llp Accounting, Direct payment from the plan $31,973
Flagstar Advisors Investment management, Direct payment from the plan $27,579
Charles Schwab & Co., Inc. Shareholder servicing fees $0