AUMdb

Herrick, Feinstein Llp Savings Plan (New)

Sponsored by Herrick, Feinstein Llp · EIN 132991662 · Plan #004

Total assets
$32.6M
Net assets
$32.6M
Active participants
122
With balances
188

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
Eisneramper Llp Accounting, Direct payment from the plan $31,973
Schwab Retirement Plan Services Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $17,313
Flagstar Advisors Investment management, Direct payment from the plan $12,421
Charles Schwab & Co., Inc. Shareholder servicing fees $0