AUMdb

Antenna Research, Inc. 401(k) Plan

Sponsored by Antenna Research Associates, Inc. · EIN 520784035 · Plan #101

Total assets
$15.6M
Net assets
$15.6M
Active participants
228
With balances
267

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
Rowland, Duncan S. CRD 161597 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $36,536
Rocaton Investment Advisors Llc Investment advisory (plan) $33,000
Coulter Justus Pc Accounting $12,000