Allen & Overy Llp Cash Balance Pension Plan
Sponsored by Allen Overy Shearman Sterling Us Llp · EIN 135514352 · Plan #005
- Total assets
- $41.8M
- Net assets
- $41.8M
- Active participants
- 89
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
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 |
|---|---|---|
| Citi Private Bank | Investment advisory (plan) | $110,356 |
| First State Trust Company | Trustee (institutional) | $17,845 |