Alfred Conhagen, Inc. Pension Plan
Sponsored by Alfred Conhagen, Inc. · EIN 222177817 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 46
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ritholtz Wealth Management CRD 168652 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bpas Actuarial And Pension Services | Actuarial, Recordkeeping, Consulting (pension) | $66,360 |
| Ritholtz Wealth Management | Investment advisory (plan), Other fees | $49,235 |
| Nottingham Trust | Custodial (securities), Trustee (institutional), Direct payment from the plan | $12,012 |