The Gori Law Firm, Pc 401(k) Plan
Sponsored by The Gori Law Firm, Pc · EIN 262750016 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 199
- With balances
- 150
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | 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 | $23,287 |
| Creative Planning Llc | Investment advisory (plan) | $20,000 |