AUMdb

Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A. Employees' Savings Trust

Sponsored by Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A · EIN 591759654 · Plan #002

Total assets
$40.3M
Net assets
$40.3M
Active participants
203
With balances
214

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $93,138
Pnc Bank Na Investment advisory (plan) $34,446
Rehmann Llc Dba Rehmann Financial G Accounting $16,500
Empower Advisory Group, Llc Investment management $6,918