AUMdb

Ferrandino & Son, Inc. 401(k) Retirement Plan And Trust

Sponsored by Ferrandino & Son, Inc. · EIN 113144705 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
149
With balances
166

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
Nepwm Llc/Patrick Van Roten Investment advisory (plan) $15,769
The Benefit Practice Recordkeeping $14,740
Lincoln National Corporation Contract administrator $10,089