Appellate Advocates Retirement Plan
Sponsored by Appellate Advocates · EIN 113305212 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 89
- With balances
- 163
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Mai Capital Management, Llc | Recordkeeping, Trustee (institutional), Other services | $23,998 |
| Global Retirement Partners | Recordkeeping, Trustee (institutional), Other services | $7,042 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |