Fish & Richardson Profit Sharing 401(k) Plan
Sponsored by Fish & Richardson P.C. · EIN 043254521 · Plan #001
- Total assets
- $641M
- Net assets
- $641M
- Active participants
- 1,044
- With balances
- 1,446
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 |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
| Wold Financial Group Llc CRD 316409 | deterministic · 100% | 2024 |
| Makrod Investment Associates Inc CRD 110325 | fuzzy_auto · 99% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Index Fund Advisors, Inc. CRD 109143 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Inc | Recordkeeping fees | $74,174 |
| Advanced Capital Group Inc | Investment advisory (participants), Direct payment from the plan | $55,633 |
| Schwab Retirement Plan Services, In | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $26,975 |
| Wold Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $24,157 |
| Makrod Investment Associates I | Investment advisory (participants), Direct payment from the plan | $15,050 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $9,920 |
| Index Fund Advisors Inc | Investment advisory (participants), Direct payment from the plan | $6,466 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $3,236 |
| Charles Schwab Trust Bank | Trustee (directed), Other services, Direct payment from the plan | $1 |