Paul Weiss Rifkind Wharton & Garrison Llp Partners' Defined Benefit Pension Plan
Sponsored by Paul Weiss Rifkind Wharton & Garrison Llp · EIN 131662105 · Plan #005
- Total assets
- $359M
- Net assets
- $359M
- Active participants
- 188
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sage Advisory Services | Investment management, Direct payment from the plan | $230,836 |
| Jpmorgan Investment Management Inc | Investment management, Direct payment from the plan | $113,346 |
| The Northern Trust Company | Custodial (securities), Direct payment from the plan | $43,229 |