Mintz Levin Cohn Ferris Glovsky And Popeo Savings And Retirement Plan
Sponsored by Mintz Levin Cohn Ferris Glovsky And Popeo Pc · EIN 042718459 · Plan #004
- Total assets
- $665M
- Net assets
- $665M
- Active participants
- 1,120
- With balances
- 1,872
Plan year beginning 03/31/2024 · 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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $83,364 |
| Fidelity Investments Inst Op Co Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $68,337 |