Retirement Plan For Associates And Staff Employees Of Curtis, Mallet Prevost, Colt & Mosle Llp
Sponsored by Curtis, Mallet Prevost, Colt & Mosle Llp · EIN 135018900 · Plan #001
- Total assets
- $60.4M
- Net assets
- $60.4M
- Active participants
- 131
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment advisory (plan), Direct payment from the plan | $90,000 |
| Slc Management | Investment management, Direct payment from the plan | $53,454 |
| Sentinel Benefits Group, Llc | Consulting (pension), Direct payment from the plan, Actuarial | $19,075 |
| Wipfli Llp | Accounting, Direct payment from the plan | $11,000 |
| Reliance Trust Company | Trustee (institutional), Direct payment from the plan | $5,769 |