Rosenberg & Estis Pc 401(k) Profit Sharing Plan & Trust
Sponsored by Rosenberg & Estis Pc · EIN 132861714 · Plan #001
- Total assets
- $37.9M
- Net assets
- $37.9M
- Active participants
- 178
- With balances
- 223
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (participants) | $41,250 |
| Paychex, Inc. | Contract administrator, Recordkeeping | $37,428 |
| Erisa Fiduciary Services, Inc. | Contract administrator | $6,750 |