William Raveis Employees Savings & Retirement
Sponsored by William Raveis Real Estate, Inc. · EIN 061160140 · Plan #001
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 392
- With balances
- 470
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 |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $44,056 |
| Lri Investments, Llc | Insurance brokerage commissions | $33,571 |
| M Holdings Securities | Insurance brokerage commissions | $31,599 |
| Pasi, Llc | Participant loan processing, Plan administrator | $15,770 |