Cole Schotz P. C. Profit Sharing And 401(k) Plan
Sponsored by Cole Schotz P.C. · EIN 222113414 · Plan #001
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 361
- With balances
- 393
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $227,754 |
| National Professional | Contract administrator | $22,300 |
| Citrin Cooperman & Company Llp | Accounting | $18,210 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $12,747 |