Mendes & Mount, Llp Retirement Plan
Sponsored by Mendes & Mount, Llp · EIN 135535371 · Plan #001
- Total assets
- $79.9M
- Net assets
- $79.9M
- Active participants
- 138
- With balances
- 271
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 |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Anchin, Block & Anchin Llp | Accounting | $37,134 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,449 |
| Thompson Hine Llp | Consulting (general) | $18,632 |
| Wealth Enhancement Adv Services | Investment advisory (plan) | $10,000 |