Related Partners, Inc. Retirement Savings Plan
Sponsored by Related Partners, Inc. · EIN 133680053 · Plan #333
- Total assets
- $407M
- Net assets
- $407M
- Active participants
- 4,288
- With balances
- 5,880
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Sub-transfer agency fees, Float revenue | $145,720 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $29,000 |