Fish & Richardson Principals' Cash Balance Plan
Sponsored by Fish & Richardson, P.C. · EIN 043254521 · Plan #004
- Total assets
- $154M
- Net assets
- $154M
- Active participants
- 133
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advanced Capital Group | Investment advisory (plan), Investment management | $55,633 |