Robert A.M. Stern Architects 401(k) Profit Sharing Plan
Sponsored by Robert A.M. Stern Architects, Llp · EIN 133471765 · Plan #001
- Total assets
- $77.5M
- Net assets
- $77.5M
- Active participants
- 230
- With balances
- 461
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc. | Other fees | $62,056 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $37,484 |
| Anchin, Block & Anchin | Other fees | $33,225 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $24,752 |
| Cbiz Benefits & Ins Svcs | Other fees | $6,500 |