Robbins Geller Rudman & Dowd Llp 401(k) Profit Sharing Plan
Sponsored by Robbins Geller Rudman & Dowd Llp · EIN 200859125 · Plan #001
- Total assets
- $232M
- Net assets
- $232M
- Active participants
- 430
- With balances
- 515
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 |
|---|---|---|
| Pension Partners, Llc CRD 125772 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Partners, Llc | Investment advisory (plan), Investment management fees (direct) | $132,936 |
| Merrill Lynch | Securities brokerage | $18,778 |
| Weaver And Tidwell, L.L.P. | Accounting | $11,450 |
| Morgan Stanley | Securities brokerage | $9,744 |
| Faegre Drinker Biddle & Reath Llp | Legal | $9,147 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $3,925 |