Baker & Mckenzie Illinois Profit Sharing Plan Ii
Sponsored by Baker & Mckenzie Llp · EIN 362137456 · Plan #002
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 653
- With balances
- 987
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 | $31,217 |
| Crowe Llp | Accounting | $12,507 |
| Sageview | Consulting fees | $10,350 |
| Charles Schwab Bank | Trustee (institutional) | $8,918 |
| Mastery Point | Investment advisory (participants) | $1,226 |
| Russell Investments Trust Company | Other fees, Trustee (directed) | $653 |