Wachtell, Lipton, Rosen & Katz Savings Plan
Sponsored by Wachtell, Lipton, Rosen & Katz · EIN 131935773 · Plan #003
- Total assets
- $639M
- Net assets
- $639M
- Active participants
- 660
- With balances
- 1,014
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $52,703 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $24,195 |
| Martin Fleisher | Legal | $4,750 |