Feldco 401(k) Plan
Sponsored by Feldco Factory Direct, Llc · EIN 364391789 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 276
- With balances
- 302
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, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (participants) | $18,949 |
| Mesirow Financial | Investment advisory (participants) | $16,945 |
| John Hancock Usa | Recordkeeping | $6,618 |
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $0 |