Fanning/Howey Assoc., Inc. 401(k) Ps Plan
Sponsored by Fanning/Howey Associates, Inc. · EIN 341053065 · Plan #002
- Total assets
- $28.5M
- Net assets
- $28.5M
- Active participants
- 120
- With balances
- 172
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $29,599 |
| Ascensus Llc | Other fees, Recordkeeping fees, Participant loan processing | $12,495 |