Legal Aid Chicago Employee Contribution Plan
Sponsored by Legal Aid Chicago · EIN 362754650 · Plan #002
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 228
- With balances
- 311
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rothschild Investment Llc CRD 728 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $17,673 |
| Rothschild Investment Corporation | Investment advisory (plan) | $12,500 |
| Empower Advisory Group, Llc | Investment management | $5,332 |