Foley Hoag, Llp Savings And Retirement Plan
Sponsored by Foley Hoag Llp · EIN 042150535 · Plan #003
- Total assets
- $382M
- Net assets
- $382M
- Active participants
- 667
- With balances
- 934
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $140,960 |
| Capfinancial Partners | Investment advisory (plan), Direct payment from the plan | $72,716 |
| Gray,Gray And Gray Llp | Accounting, Legal, Direct payment from the plan | $22,494 |