Ballentine Partners, Llc 401(k) Profit Sharing Plan
Sponsored by Ballentine Partners, Llc · EIN 271557796 · Plan #001 · Waltham, MA
- Total assets
- $29.7M
- Net assets
- $29.7M
- Active participants
- 130
- With balances
- 161
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,907 |