Donahue Fitzgerald Llp 401(k) Profit Sharing Plan
Sponsored by Donahue Fitzgerald Llp · EIN 941242088 · Plan #004
- Total assets
- $52.9M
- Net assets
- $52.9M
- Active participants
- 96
- With balances
- 137
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 |
|---|---|---|
| 1919 Investment Counsel, Llc CRD 133370 | deterministic · 100% | 2024 |
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 | $44,666 |
| 1919 Investment Counsel | Investment advisory (participants) | $26,478 |