Callan Llc Retirement Savings Plan
Sponsored by Callan Llc · EIN 942192581 · Plan #001
- Total assets
- $220M
- Net assets
- $220M
- Active participants
- 205
- With balances
- 306
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 |
|---|---|---|
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 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 | $41,832 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $7,594 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,459 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $727 |