AUMdb

Far Properties And Associated Companies 401(k) Plan

Sponsored by Far Properties Inc · EIN 660712142 · Plan #001

Total assets
Net assets
Active participants
16
With balances
23

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
Consultiva Wealth Management, Corp. CRD 111846 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Consultiva Wealth Management Corp Investment advisory (plan) $13,691
Empower Annuity Insurance Company Recordkeeping fees $402
Envestnet Retirement Solutions Llc Other fees $327