Bartlit Beck Llp 401(k) Plan And Trust
Sponsored by Bartlit Beck Llp · EIN 363909157 · Plan #001
- Total assets
- $99.7M
- Net assets
- $99.6M
- Active participants
- 168
- With balances
- 203
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | Direct payment from the plan, Investment management fees (direct) | $93,379 |
| Howard Simon & Associates, Inc. | Recordkeeping, Consulting (pension), Direct payment from the plan | $80,526 |
| Charles Schwab Trust Bank | Direct payment from the plan, Investment management fees (direct) | $9,274 |
| Charles Schwab & Co., Inc. | Investment management fees (direct) | $0 |