Frank, Rimerman + Co. Llp 401(k) & Profit Sharing Plan
Sponsored by Frank, Rimerman + Co. Llp · EIN 941341042 · Plan #003
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 791
- With balances
- 983
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 |
|---|---|---|
| Robertson Stephens Wealth Management, Llc CRD 289977 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robertson Stephens Wealth Managemen | Investment advisory (plan) | $68,246 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $49,286 |