Downs Rachlin Martin Retirement Plan
Sponsored by Downs Rachlin Martin Pllc · EIN 030253168 · Plan #001
- Total assets
- $120M
- Net assets
- $120M
- Active participants
- 129
- With balances
- 189
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $107,006 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $36,832 |
| Caron & Bletzer, Pllc | Accounting | $12,000 |
| Rpw Solutions Llc | Consulting (general) | $8,840 |