Bober, Markey, Fedorovich & Company Thrift/Incentive Plan
Sponsored by Bober, Markey, Fedorovich & Company · EIN 341523030 · Plan #001
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 116
- With balances
- 137
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 |
|---|---|---|
| Ellsworth Advisors, Llc CRD 297464 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ellsworth Advisors Llc | Investment management, Direct payment from the plan | $38,000 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $22,333 |