Buchalter Cash Balance Pension Plan
Sponsored by Buchalter, A Professional Corporation · EIN 952640846 · Plan #003
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 120
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Citigroup Global Markets, Inc | Securities brokerage commissions | $28,578 |