Frazer, Ltd 401(k) Plan
Sponsored by Frazer, Ltd · EIN 741261318 · Plan #002
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 285
- With balances
- 241
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $11,460 |
| Global Retirement Partners Llc | Investment advisory (plan) | $9,000 |