Fragomen, Del Rey, Bernsen & Loewy, Llp 401(k) Profit Sharing Plan
Sponsored by Fragomen, Del Rey, Bernsen & Loewy, Llp · EIN 132726464 · Plan #001
- Total assets
- $345M
- Net assets
- $345M
- Active participants
- 2,519
- With balances
- 2,877
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $339,618 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $147,070 |
| Mcgladrey Llp | Accounting | $34,650 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $484 |