K&L Gates Partner Cash Balance Pension Plan Alpha
Sponsored by K&L Gates Llp · EIN 250921018 · Plan #015
- Total assets
- $43.6M
- Net assets
- $43.6M
- Active participants
- 348
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
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 |
|---|---|---|
| Bank Of New York Mellon Corporation | Trustee (institutional), Trustee (directed), Direct payment from the plan | $87,839 |
| October Three Consulting Llc | Actuarial, Direct payment from the plan | $74,597 |
| Schneider Downs & Co, Inc | Accounting, Direct payment from the plan | $14,600 |