Schlesinger Global, Llc 401(k) Profit Sharing Plan
Sponsored by Schlesinger Central Processing Services, Llc · EIN 753247757 · Plan #001
- Total assets
- $27.6M
- Net assets
- $27.5M
- Active participants
- 570
- With balances
- 259
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 |
|---|---|---|
| Bleakley Financial Group, Llc CRD 318366 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance | Contract administrator, Participant loan processing, Direct payment from the plan | $144,378 |
| Benefit Plans Administrative Servic | Contract administrator, Direct payment from the plan, Other services | $3,549 |
| Bleakley Financial Group, Llc | Investment advisory (plan), Other fees | $0 |