Proskauer Rose Llp Savings Plan For Staff And Partners
Sponsored by Proskauer Rose Llp · EIN 131840454 · Plan #037
- Total assets
- $394M
- Net assets
- $394M
- Active participants
- 891
- With balances
- 984
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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Gould Asset Management Llc CRD 113098 | deterministic · 100% | 2024 |
| Gemmer Asset Management Llc CRD 109034 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $64,350 |
| Morgan Stanley Smith Barney | Investment management, Direct payment from the plan | $27,271 |
| Onedigital Investment Advisors | Investment advisory (participants), Direct payment from the plan | $14,728 |
| 46 Peaks Investment | Investment advisory (participants), Direct payment from the plan | $10,847 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $9,945 |
| Gould Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $8,032 |
| Gemmer Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $5,203 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,107 |