Manning & Kass, Ellrod, Ramirez, Trester Llp 401(k) Plan
Sponsored by Manning & Kass, Ellrod, Ramirez, Trester Llp · EIN 954469763 · Plan #001
- Total assets
- $55.3M
- Net assets
- $55.3M
- Active participants
- 219
- With balances
- 396
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 |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | deterministic · 100% | 2024 |
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rockefeller Financial Llc | Investment advisory (participants) | $50,349 |
| Truist Advisory Services, Inc. | Investment advisory (participants) | $4,421 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Shareholder servicing fees | $1,500 |