Foster Garvey 401(k) Plan
Sponsored by Foster Garvey P.C. · EIN 910876461 · Plan #001
- Total assets
- $255M
- Net assets
- $255M
- Active participants
- 284
- With balances
- 548
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Consulting (general), Investment advisory (participants) | $61,856 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $45,398 |
| Aldrich Services Llp | Accounting | $23,626 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,605 |