AUMdb

Chiesa Shahinian & Giantomasi Pc Salary Savings Plan (Ii)

Sponsored by Chiesa Shahinian & Giantomasi Pc · EIN 222012591 · Plan #004

Total assets
$137M
Net assets
$137M
Active participants
236
With balances
310

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
Morgan Stanley Global Banking Other fees $36,766
Forvis Mazars Llp Accounting $29,600
Voya Retirement Insur And Annuity Recordkeeping fees $9,630
Mcdermott Will Emergy Llp Other fees $8,593
Empower Annuity Insur Co Of America Recordkeeping fees $275
Northeast Professional Planning Gro Other services $0