The Retirement Plan For Employees Of The Estate Of Thomas O'connor
Sponsored by The Estate Of Thomas O'connor · EIN 746039142 · Plan #001
- Total assets
- $64.1M
- Net assets
- $64.1M
- Active participants
- 46
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fayez Sarofim & Co., Llc CRD 106584 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fayez Sarofim | Investment management, Investment management fees (direct) | $202,924 |
| Principal | Trustee (institutional) | $35,116 |
| Milliman, Inc. | Actuarial, Consulting (pension) | $22,835 |
| Roloff, Hnatek And Co. Llp | Accounting | $9,625 |