Tucker Ellis Llp Counsel & Associates Retirement Plan
Sponsored by Tucker Ellis Llp · EIN 200073899 · Plan #002
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 140
- With balances
- 196
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ancora Family Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $29,789 |
| Schwab Retirement Plan Services, In | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $25,086 |
| Cbiz Investment Advisory Servi | Investment management, Direct payment from the plan | $14,889 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $23 |