Windels Marx Lane & Mittendorf, Llp Retirement Plan And Trust
Sponsored by Windels Marx Lane & Mittendorf, Llp · EIN 132773235 · Plan #001
- Total assets
- $42.8M
- Net assets
- $42.8M
- Active participants
- 124
- With balances
- 142
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Capital Group Llc | Consulting (general), Direct payment from the plan | $30,614 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $25,719 |