Fesco, Ltd. 401(k) Plan
Sponsored by Fesco, Ltd. · EIN 741458395 · Plan #001
- Total assets
- $46.0M
- Net assets
- $46.0M
- Active participants
- 378
- With balances
- 504
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,659 |
| Michael D Burnett, Cpa | Accounting | $18,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,867 |
| Valorie S. Foster, C.P.A. | Accounting | $6,000 |