AUMdb

Ellenoff Grossman & Schole Llp 401(k) Profit Sharing Plan & Trust

Sponsored by Ellenoff Grossman & Schole Llp · EIN 133643185 · Plan #001

Total assets
$44.4M
Net assets
$44.4M
Active participants
152
With balances
180

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $43,655