Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan
Sponsored by Fein, Such, Kahn & Shepard, P.C. · EIN 223140786 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 128
- With balances
- 182
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $28,712 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $24,179 |