Finkelstein & Affiliated Entities 401(k) Plan
Sponsored by Finkelstein & Partners, Llp · EIN 141618161 · Plan #003
- Total assets
- $43.1M
- Net assets
- $43.1M
- Active participants
- 331
- With balances
- 381
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 |
|---|---|---|
| Ameriprise Financial Services Inc | Other commissions | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$14,832 |