AUMdb

Benesch, Friedlander, Coplan & Aronoff Elective Savings And Profit Sharing Plan

Sponsored by Benesch, Friedlander, Coplan & Aronoff Llp · EIN 346596918 · Plan #001

Total assets
$202M
Net assets
$202M
Active participants
751
With balances
842

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
Ellsworth Advisors, Llc CRD 297464 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ellsworth Advisors Llc Investment advisory (plan) $138,675
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees -$18,133