AUMdb

Foran Glennon Palandech Ponzi & Rudloff, Pc Profit Sharing 401(k) Plan

Sponsored by Foran Glennon Palandech & Ponzi, Pc · EIN 364461943 · Plan #001

Total assets
$27.1M
Net assets
$27.1M
Active participants
103
With balances
157

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
Merrill Lynch Investment advisory (plan) $22,370
Empower Annuity Ins. Co Of America Investment management, Recordkeeping fees $21,970
Carnow And Associated Ltd Contract administrator $1,696
Northwestern Mutual Inv Svcs Other commissions $0