Burns & Levinson Llp Retirement Plan For Partners & Legal Administrative Assistants
Sponsored by Burns & Levinson Llp · EIN 042265163 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors | Consulting (general) | $35,000 |
| Cbiz Cpas P.C. | Consulting (general) | $14,420 |
| Dimeo Schneider & Associates Llc | Consulting (general) | $14,000 |
| The Angell Pension Group, Inc. | Consulting (general) | $10,894 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,100 |
| Shorepoint Capital Partners Llc | Consulting (general) | $1,956 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |