Buchalter Associate Attorney 401(k) Plan
Sponsored by Buchalter, A Professional Corporation · EIN 952640846 · Plan #004
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $31,088 |
| Merrill Lynch Retirement | Investment advisory (participants), Investment advisory (plan) | $24,300 |
| Newport Trust Company | Trustee (institutional), Trustee (directed) | $9,378 |