Deutsch Kerrigan L.L.P. 401(k) Profit Share Plan
Sponsored by Deutsch Kerrigan L.L.P. · EIN 720929299 · Plan #004
- Total assets
- $46.7M
- Net assets
- $46.7M
- Active participants
- 115
- With balances
- 136
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jackson Lewis | Legal | $13,261 |
| Raymond James And Associates Inc | Investment advisory (plan) | $8,750 |
| Ameriprise Financial Services Inc | Investment advisory (plan) | $6,187 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$16,713 |