Halloran & Sage, Llp Retirement And Deferred Salary Plan
Sponsored by Halloran & Sage, Llp · EIN 060679651 · Plan #001
- Total assets
- $44.4M
- Net assets
- $44.4M
- Active participants
- 133
- With balances
- 220
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce,Fenner And Sm | Investment advisory (participants) | $40,827 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $2,326 |