Adler Pollock & Sheehan P.C. 401(k) Retirement Plan
Sponsored by Adler Pollock & Sheehan P.C. · EIN 050343749 · Plan #004
- Total assets
- $67.3M
- Net assets
- $67.3M
- Active participants
- 123
- With balances
- 168
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 |
|---|---|---|
| The Washington Trust Co | Investment advisory (plan) | $46,852 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $4,357 |