Gordon Feinblatt Money Purchase Pension Plan
Sponsored by Gordon Feinblatt Llc · EIN 520627715 · Plan #002
- Total assets
- $58.6M
- Net assets
- $58.6M
- Active participants
- 98
- With balances
- 144
Plan year beginning 08/01/2024 · Age/service weighted or new comparability, Money purchase, Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Brown Advisory Llc CRD 110181 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Brown Advisory Securities | Custodial (securities), Trustee (institutional), Investment advisory (plan) | $168,208 |
| Bolton Partners Investconsult Grp | Consulting (general) | $17,304 |