AUMdb

Baker & Mckenzie Illinois Profit Sharing And 401 K Plan

Sponsored by Baker & Mckenzie Llp · EIN 362137456 · Plan #001

Total assets
$867M
Net assets
$867M
Active participants
1,310
With balances
2,269

Plan year beginning 07/01/2024 · 401(k)

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
Northwest Plan Services Recordkeeping fees $197,259
Crowe Llp Accounting $87,243
Sageview Consulting fees $70,017
Charles Schwab Bank Trustee (institutional) $61,177
Mastery Point Investment advisory (participants) $8,292
Russell Investments Trust Company Trustee (institutional), Soft dollars commissions $4,133