Calfee, Halter & Griswold Llp Profit Sharing Trust And Plan
Sponsored by Calfee Halter & Griswold, Llp · EIN 340732302 · Plan #001
- Total assets
- $209M
- Net assets
- $209M
- Active participants
- 220
- With balances
- 337
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 |
|---|---|---|
| Sanford C. Bernstein & Co., Llc CRD 104474 | fuzzy_auto · 94% | 2024 |
| Ancora Advisors Llc CRD 124674 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sanford Bernstein | Investment management | $73,834 |
| Ubs Financial | Investment management | $51,586 |
| Ancora Advisors | Investment management | $26,175 |
| Charles Schwab | Investment management | $23,922 |
| Fidelity Management | Investment management | $16,446 |
| Ebs Asset Management | Investment management | $15,798 |