The Anchin, Block & Anchin Savings Plan
Sponsored by Anchin, Block & Anchin Llp · EIN 130436940 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 451
- With balances
- 571
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group Llc | Recordkeeping, Consulting (pension), Legal | $81,969 |
| Snyder Cohn, Pc | Accounting, Direct payment from the plan | $33,700 |
| Usi Advisors, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $22,500 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Trustee (directed) | $22,268 |