Houlihan Lokey Retirement Savings Plan
Sponsored by Houlihan Lokey · EIN 952770395 · Plan #006
- Total assets
- $396M
- Net assets
- $396M
- Active participants
- 1,648
- With balances
- 2,690
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 |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
| Tlg Advisors, Inc. CRD 111052 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $177,614 |
| Bfsg Llc | Investment management, Direct payment from the plan | $23,868 |
| Tlg Advisors Inc | Investment advisory (participants), Direct payment from the plan | $15,602 |
| Charles Schwab & Co.,Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,162 |