Day Pitney Profit Sharing And 401(k) Plan
Sponsored by Day Pitney Llp · EIN 060317480 · Plan #001
- Total assets
- $376M
- Net assets
- $376M
- Active participants
- 650
- With balances
- 1,040
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Frontier Asset Management, Llc CRD 109910 | deterministic · 100% | 2024 |
| Tfc Financial Management, Inc. CRD 105062 | deterministic · 100% | 2024 |
| Fierston Financial Group Inc CRD 105003 | deterministic · 100% | 2024 |
| Bradley Foster & Sargent Inc CRD 106928 | fuzzy_auto · 97% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 99% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $115,165 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $38,000 |
| Frontier Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $33,129 |
| Eisneramper Llp | Accounting, Investment management, Direct payment from the plan | $31,421 |
| Tfc Financial Management Inc. | Investment advisory (participants), Direct payment from the plan | $19,225 |
| Fierston Financial Group Inc | Investment advisory (participants), Direct payment from the plan | $11,769 |
| Capital Mgmt Service Inc | Investment advisory (participants), Direct payment from the plan | $9,316 |
| Bradley Foster & Sargent Inc | Investment advisory (participants), Direct payment from the plan | $8,444 |
| Commonwealth Equity Services I | Investment advisory (participants), Direct payment from the plan | $7,846 |
| Wealth Enhancement Advisory Se | Investment advisory (participants), Direct payment from the plan | $5,059 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,467 |