Choate, Hall & Stewart Llp Tax Deferred Savings Plan
Sponsored by Choate, Hall & Stewart Llp · EIN 041175860 · Plan #004
- Total assets
- $148M
- Net assets
- $148M
- Active participants
- 333
- With balances
- 473
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Participant loan processing | $21,880 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $9,585 |