Conroy Simberg 401(k) Plan
Sponsored by Conroy Simberg, P.A. · EIN 591943544 · Plan #004
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 333
- With balances
- 368
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 |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $31,940 |