Locke Lord Llp 2017 Partners Cash Balance Plan
Sponsored by Locke Lord Llp · EIN 741164324 · Plan #012
- Total assets
- $73.0M
- Net assets
- $73.0M
- Active participants
- 241
- 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 |
|---|---|---|
| Principal Custody Solutions | Recordkeeping, Trustee (institutional) | $20,068 |