Buchalter 401(k) Plan
Sponsored by Buchalter, A Professional Corporation · EIN 952640846 · Plan #002
- Total assets
- $209M
- Net assets
- $209M
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Retirement | Investment advisory (participants), Investment advisory (plan) | $137,536 |
| Newport Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $115,592 |
| Newport Trust Company | Trustee (institutional), Trustee (directed) | $64,331 |
| Cerity Partners | Investment advisory (participants), Investment advisory (plan) | $18,290 |