Downey Brand Llp Employee Retirement Plan
Sponsored by Downey Brand Llp · EIN 940438033 · Plan #001
- Total assets
- $96.9M
- Net assets
- $96.9M
- Active participants
- 148
- With balances
- 292
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees, Investment management fees (indirect), Other investment fees and expenses | $238,702 |
| Capfinancial Partners, Llc | Investment advisory (plan), Investment management, Named fiduciary | $167,394 |