Cellino Law, Llp 401(k) Plan
Sponsored by Cellino Law, Llp · EIN 844131021 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 118
- With balances
- 116
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Modern Wealth Holdings, Llc | Investment advisory (plan), Contract administrator | $17,149 |
| Empower Life & Annuity Ins Co Of Ny | Recordkeeping fees | $13,772 |
| Lpl Financial | Investment advisory (plan) | $4,643 |
| Bia Consulting Llc Dba Enhanced | Contract administrator | $2,075 |