Falcons Management 401 K Plan
Sponsored by Falcons Management Llc · EIN 824535685 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 445
- With balances
- 136
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping | $9,418 |
| Nationwide | Recordkeeping | $2,106 |
| Iron Fiduciary | Investment management, Shareholder servicing fees | $1,700 |
| Nationwide Life Insurance Company | Recordkeeping | $340 |
| Nationwide Retirement Plans | Recordkeeping | $165 |
| Cambridge Investment Research | Investment management, Shareholder servicing fees | $0 |
| Cambridge Investment Research | Investment management, Shareholder servicing fees | $0 |