Aaronson, Rappaport, Feinstein & Deutsch, Llp 401(k) Plan
Sponsored by Aaronson Rappaport Feinstein & Deutsch, Llp · EIN 133690958 · Plan #002
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 121
- With balances
- 127
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $55,080 |
| Rogoff & Company | Accounting | $17,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$36,866 |