Fourth Edition Inc. Pension Plan
Sponsored by Fourth Edition Inc. · EIN 221734198 · Plan #001
- Total assets
- $32.3M
- Net assets
- $32.3M
- Active participants
- 2
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement | Recordkeeping, Float revenue, Recordkeeping fees | $121,254 |
| Slc Management | Investment advisory (plan) | $54,553 |
| Captrust Financial Advisors Llc | Investment advisory (plan) | $33,700 |
| Rosenberg Rich Baker Berman, P.A. | Accounting | $18,000 |
| The Bank Of New York Mellon | Custodial (other) | $14,088 |