Morris Rothenberg & Son, Inc. Profit Sharing Plan
Sponsored by Morris Rothenberg & Son, Inc. · EIN 112205667 · Plan #001
- Total assets
- $32.9M
- Net assets
- $32.9M
- Active participants
- 156
- With balances
- 207
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 | $28,622 |
| Capfinancial Partners, Llc | Consulting (general) | $22,000 |
| $0 |