Glasser And Glasser, P.L.C. 401(k) Retirement Plan
Sponsored by Glasser And Glasser, P.L.C. · EIN 540806724 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 157
- 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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $21,335 |
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $7,007 |
| Raymond James Financial Services | Investment advisory (plan) | $6,259 |
| John Hancock (U.S.A.) | Recordkeeping, Participant loan processing, Float revenue | $3,442 |