Ferolie Corporation Ee's Svgs Investment Plan
Sponsored by Ferolie Corporation · EIN 131657344 · Plan #002
- Total assets
- $53.5M
- Net assets
- $53.5M
- Active participants
- 421
- With balances
- 451
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Private Advisor Group | Investment advisory (plan), Direct payment from the plan | $71,805 |
| Pkf O'connor Davies, Llp | Accounting, Direct payment from the plan | $15,125 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $8,547 |