Cadwalader, Wickersham & Taft Llp Defined Contribution Plan
Sponsored by Cadwalader, Wickersham & Taft Llp · EIN 134980350 · Plan #028
- Total assets
- $517M
- Net assets
- $517M
- Active participants
- 625
- With balances
- 1,306
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $42,168 |
| Sageview Advisory | Consulting (general), Direct payment from the plan | $33,000 |
| Fidelity Invest Inst Oper Comp Llc | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $0 |