AUMdb

Nutter, Mcclennen & Fish, Llp Lawyers Retirement Plan

Sponsored by Nutter, Mcclennen & Fish, Llp · EIN 042106505 · Plan #001 · Boston, MA

Total assets
$80.9M
Net assets
$80.9M
Active participants
66
With balances
102

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Invest Inst Ops Co Llc Participant loan processing, Recordkeeping fees, Account maintenance fees $12,436
Strategic Advisors Investment advisory (plan) $434