The Felhaber, Larson, Fenlon & Vogt, P.A. Employee Savings & Profit Sharing Plan
Sponsored by Felhaber, Larson, Fenlon,Vogt, P.A. · EIN 410991071 · Plan #001
- Total assets
- $85.7M
- Net assets
- $85.7M
- Active participants
- 73
- With balances
- 115
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $62,479 |
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $41,250 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $19,100 |
| Olsen Thielen Co | Accounting, Direct payment from the plan | $12,750 |