Hinshaw & Culbertson Llp Retirement Savings And 401(k) Plan
Sponsored by Hinshaw & Culbertson Llp · EIN 362128133 · Plan #003
- Total assets
- $371M
- Net assets
- $371M
- Active participants
- 749
- With balances
- 828
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 |
|---|---|---|
| Rothschild Investment Llc CRD 728 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rothschild Investment Corporation | Investment advisory (plan) | $49,805 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $25,514 |
| Pricewaterhousecoopers Llp | Consulting (general) | $16,867 |
| Sikich Llp | Accounting | $15,300 |
| Michael Best & Friedrich Llp | Legal | $9,460 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$304,832 |