Fiduciary Real Estate Development, Inc. 401(k) Plan
Sponsored by Fiduciary Real Estate Development, Inc. · EIN 391502923 · Plan #005
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 245
- With balances
- 327
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 |
|---|---|---|
| Operose Advisors Llc CRD 287465 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Operose Advisors, Llc | Investment advisory (plan) | $50,000 |
| John Hancock | Recordkeeping, Sales loads, Float revenue | $43,643 |