Finn Dixon & Herling Llp 401(k) Profit Sharing Plan
Sponsored by Finn Dixon & Herling Llp · EIN 061190097 · Plan #001
- Total assets
- $38.3M
- Net assets
- $38.3M
- Active participants
- 114
- With balances
- 134
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 |
|---|---|---|
| Morgan Stanley Global Banking Ops | Investment advisory (plan) | $72,235 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $44,263 |
| Mahoney Sabol And Company | Accounting | $14,675 |