Fitch Even Tabin & Flannery Retirement Plan
Sponsored by Fitch, Even, Tabin & Flannery Llp · EIN 362151735 · Plan #001
- Total assets
- $58.6M
- Net assets
- $58.6M
- Active participants
- 92
- With balances
- 131
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 |
|---|---|---|
| Blue Sky Investment Partners, Inc. CRD 145318 | deterministic · 100% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blue Sky Investment Partners | Investment advisory (participants) | $22,366 |
| Alliance Pension Consultants, Llc | Recordkeeping, Consulting (general) | $21,678 |
| Meketa Investment Group | Investment advisory (plan) | $21,000 |
| Legacy Professionals Llp | Accounting | $13,200 |
| Charles Schwab & Co., Inc. | Custodial (securities), Securities brokerage | $1,277 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |