Fennemore Craig Retirement Plan For Directors And Staff
Sponsored by Fennemore Craig P.C. · EIN 860293128 · Plan #001 · Phoenix, AZ
- Total assets
- $266M
- Net assets
- $266M
- Active participants
- 556
- With balances
- 750
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 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners | Investment advisory (plan), Investment advisory (participants) | $89,453 |
| The Vanguard Group | Recordkeeping, Securities brokerage, Participant loan processing | $83,925 |
| Vanguard Advisers Inc | Investment advisory (participants) | $49,633 |
| Cliftonlarsonallen Llp | Accounting | $19,950 |
| Edberg Perry Llc | Investment advisory (participants) | $4,000 |