Fish & Richardson Associates' 401(k) Plan
Sponsored by Fish & Richardson P.C · EIN 043254521 · Plan #003
- Total assets
- $31.7M
- Net assets
- $31.7M
- Active participants
- 136
- With balances
- 271
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Inc | Recordkeeping fees | $18,544 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $162 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |