AUMdb

Foley Holdings, Llc 401(k) Profit Sharing Plan

Sponsored by Foley Holdings, Llc · EIN 800873377 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
234
With balances
353

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
Caron And Bletzer Pllc Other fees $10,400
Global Retirement Partners Llc Other fees $0
The Angell Pension Group Inc Other fees $0