Frm 401(k) Retirement Plan
Sponsored by Fox Rowden Mcbrayer, Llc · EIN 581051947 · Plan #001
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 200
- With balances
- 211
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stifel, Nicolaus, & Company, Inc | Investment advisory (plan) | $39,389 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$25,486 |