Maverick Capital, Ltd. 401(k) Plan
Sponsored by Maverick Capital, Ltd. · EIN 752482446 · Plan #001
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 96
- With balances
- 184
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping fees, Recordkeeping, Investment advisory (participants) | $48,947 |
| Morgan Stanley Smith Barney | Investment management, Direct payment from the plan | $18,750 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |