Ice Miller Retirement Plan
Sponsored by Ice Miller Llp · EIN 350874357 · Plan #003
- Total assets
- $371M
- Net assets
- $371M
- Active participants
- 630
- With balances
- 898
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Deerfield Financial Advisors, Inc. CRD 104964 | fuzzy_auto · 99% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Summit Financial Management Llc CRD 285353 | fuzzy_auto · 98% | 2024 |
| Frazier Financial Advisors, Llc CRD 106649 | deterministic · 100% | 2024 |
| The Joseph Group Llc CRD 165311 | deterministic · 100% | 2024 |
| Woodley Farra Manion Portfolio Management Inc CRD 107660 | fuzzy_auto · 95% | 2024 |
| Hamilton Capital, Llc CRD 109116 | deterministic · 100% | 2024 |
| Windsor Advisory Group, Llc CRD 122266 | deterministic · 100% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $71,627 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $55,788 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $32,228 |
| Deerfield Financial Advisors I | Investment advisory (participants), Direct payment from the plan | $19,878 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $18,159 |
| Katz Sapper And Miller Llp | Accounting, Direct payment from the plan | $16,800 |
| Summit Financial Management Ll | Investment advisory (participants), Direct payment from the plan | $14,651 |
| Frazier Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $11,834 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $11,328 |
| The Joseph Group Llc | Investment advisory (participants), Direct payment from the plan | $11,012 |
| Woodley Farra Manion Portfolio | Investment advisory (participants), Direct payment from the plan | $10,264 |
| Morningstar Inc | Investment management, Direct payment from the plan | $8,776 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $8,615 |
| Hamilton Capital Llc | Investment advisory (participants), Direct payment from the plan | $8,407 |
| Windsor Advisory Group Llc | Investment advisory (participants), Direct payment from the plan | $7,353 |
| Mesirow Financial Investment | Investment management, Direct payment from the plan | $5,052 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $4,822 |