Partners Capital Investment Group, Llp 401 K Plan
Sponsored by Partners Capital Investment Group, Llp · EIN 814189609 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 165
- With balances
- 199
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $61,050 |
| Empower Trust Company, Llc | Recordkeeping fees | $11,546 |