Murtha Cullina Llp Profit Sharing Retirement Plan
Sponsored by Murtha Cullina Llp · EIN 060686015 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 105
- With balances
- 252
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| L. Hardy Mason | Consulting (general), Plan administrator | $141,163 |
| Bradley, Foster & Sargent | Consulting (general) | $80,529 |
| Strategic Advisors, Inc. | Investment advisory (plan), Consulting (general) | $16,240 |
| Pension Consultants, Inc | Consulting (general) | $9,400 |
| Halsey Associates | Consulting (general) | $0 |
| Fidelity Investments Institutional | Recordkeeping fees, Participant loan processing, Account maintenance fees | -$120,896 |