Clsa Americas, Llc 401(k) Savings Plan
Sponsored by Clsa Americas, Llc · EIN 460882815 · Plan #001
- Total assets
- $31.8M
- Net assets
- $31.8M
- Active participants
- 54
- With balances
- 108
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $18,774 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $201 |