Kaufman Dolowich,Llp Retirement Plan
Sponsored by Kaufman Dolowich,Llp · EIN 113391604 · Plan #001
- Total assets
- $44.1M
- Net assets
- $44.1M
- Active participants
- 339
- With balances
- 365
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 |
|---|---|---|
| Fusion Family Wealth, Llc CRD 168254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fusion Family Wealth, Llc | Investment advisory (plan) | $76,436 |
| Capital Research And Management | Recordkeeping fees | $16,477 |
| Creative Plan Designs, Ltd | Contract administrator | $5,100 |
| Bpas | Contract administrator | $1,625 |