AUMdb

Eisner Advisory Group, Llc Retirement Plan

Sponsored by Eisner Advisory Group, Llc · EIN 871353108 · Plan #003

Total assets
$699M
Net assets
$699M
Active participants
3,807
With balances
4,634

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $366,693