Ropes & Gray Llp Supplemental Retirement Shares Plan
Sponsored by Ropes & Gray Llp · EIN 042233412 · Plan #067
- Total assets
- $251M
- Net assets
- $251M
- Active participants
- 328
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Envestnet Asset Management, Inc. CRD 111694 | fuzzy_auto · 94% | 2024 |
| Neuberger Berman Investment Advisers Llc CRD 124687 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Envestnet | Investment management | $91,279 |
| Neuberger Berman Investment Adv Llc | Investment management | $70,490 |
| Neuberger Berman Trust Company, Na | Custodial (securities) | $67,404 |