Collins Einhorn Farrell Pc 401(k) Plan
Sponsored by Collins Einhorn Farrell Pc · EIN 382040178 · Plan #002
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 95
- With balances
- 135
Plan year beginning 05/01/2024 · 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 |
|---|---|---|
| Captrust | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $49,066 |
| Sentinel Benefits Group, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $20,526 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan | $9,353 |