Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan
Sponsored by Lieff, Cabraser, Heimann & Bernstein, Llp · EIN 942262492 · Plan #002
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 243
- With balances
- 323
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 |
|---|---|---|
| Oxley, Harry Keir CRD 136373 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Participant loan processing, Other fees, Recordkeeping | $91,929 |
| Double Bay Management | Investment advisory (plan), Direct payment from the plan | $89,863 |