AUMdb

The Ruskin Moscou Faltischek, P.C. 401(k) Retirement Plan

Sponsored by Ruskin Moscou Faltischek, P.C. · EIN 112301137 · Plan #002

Total assets
$53.9M
Net assets
$53.9M
Active participants
99
With balances
148

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Kestra Advisory Services Llc Investment advisory (plan) $36,861
Empower Life & Annuity Insurance Recordkeeping fees $31,514
Citrin Cooperman & Company Llp Accounting $16,800
Empower Advisory Group, Llc Investment management $3,162