Family Allergy & Asthma Safe Harbor 401(k) Plan
Sponsored by Family Allergy Mso, Llc · EIN 824503357 · Plan #001
- Total assets
- $37.2M
- Net assets
- $37.2M
- Active participants
- 530
- With balances
- 395
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Retirement Plan Adv | Investment advisory (plan), Direct payment from the plan | $56,571 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $22,628 |
| Cherry Bekaert Llp | Accounting, Direct payment from the plan | $14,280 |
| Trinity Pension Consultants | Other services, Other fees | $0 |
| John Hancock Life Insurance Company | Recordkeeping, Direct payment from the plan | $0 |