Mandelbaum Barrett, Pc Employee Savings Plan
Sponsored by Mandelbaum Barrett, Pc · EIN 221981178 · Plan #001
- Total assets
- $34.7M
- Net assets
- $34.7M
- Active participants
- 159
- With balances
- 204
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 |
|---|---|---|
| Park Avenue Securities, Llc | Recordkeeping, Trustee (institutional), Other services | $62,496 |
| Fi401 K Advisors, Llc | Recordkeeping, Trustee (institutional), Other services | $4,400 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $2,010 |
| Adp Broker Dealer | Other services, Other fees | $0 |