Cash Balance Plan For Partners & Sr. Staff Of Stb Llp
Sponsored by Simpson Thacher & Bartlett Llp · EIN 135395280 · Plan #052
- Total assets
- $172M
- Net assets
- $172M
- Active participants
- 141
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Thompson Street Capital Manager Llc CRD 156679 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Thompson Street Capital Partners Vi | Investment management | $40,000 |
| Thompson Street Capital Partnrs V L | Investment management | $18,517 |
| Littlejohn Fund Vi Lp | Investment management fees (indirect) | $0 |