Modrall, Sperling, Roehl, Harris & Sisk, P.A. 401(k) Profit Sharing Plan & Trust
Sponsored by Modrall, Sperling, Roehl, Harris & Sisk, P.A. · EIN 850283491 · Plan #001
- Total assets
- $81.0M
- Net assets
- $81.0M
- Active participants
- 98
- With balances
- 167
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 |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group | Recordkeeping, Investment advisory (participants), Participant loan processing | $36,098 |