James S. Farrin, P.C. 401(k) Profit Sharing Plan
Sponsored by James S. Farrin P.C. · EIN 562046742 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 290
- With balances
- 301
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $14,367 |
| Morgan Stanley Smith Barney | Other commissions | $0 |