Latham & Watkins Cash Balance Plan
Sponsored by Latham & Watkins Llp · EIN 952018373 · Plan #046
- Total assets
- $451M
- Net assets
- $451M
- Active participants
- 548
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| October Three Consulting Llc | Actuarial, Direct payment from the plan | $202,710 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $85,000 |
| Vanguard Fiduciary Trust Company | Trustee (institutional), Direct payment from the plan | $47,977 |
| Pietzsch, Bonnett & Womack, P.A. | Legal, Direct payment from the plan | $30,571 |
| Holthouse Carlin& Van Trigt Llp | Accounting, Direct payment from the plan | $17,000 |