AUMdb

Clifford Chance Us Llp Partner Pension Plan I

Sponsored by Clifford Chance Us Llp · EIN 135553664 · Plan #005

Total assets
$28.1M
Net assets
$28.1M
Active participants
92
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
Capital Strategies, Inc. CRD 121704 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capital Strategies Investment advisory (plan) $72,153
Nwps Actuarial $33,172
Reliance Trust Trustee (institutional) $12,256