D'andre, Peterson, Bobus & Rosenberg, Llp 401(k) Profit Sharing Plan
Sponsored by D'andre, Peterson, & Bobus, Llp · EIN 911999590 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 57
- With balances
- 121
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $39,257 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $23,318 |