Downtown Music Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Downtown Music Llc · EIN 043811309 · Plan #001
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 326
- With balances
- 411
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 |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aurora Private Wealth Inc | Investment advisory (plan) | $34,271 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,641 |
| Alera Investment Advisors Llc | Investment advisory (plan) | $14,110 |