Duane Morris Associates' 401(k) Plan
Sponsored by Duane Morris Llp · EIN 231392502 · Plan #004
- Total assets
- $82.4M
- Net assets
- $82.4M
- Active participants
- 468
- With balances
- 542
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
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 | $22,483 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |