Ilitch Holdings 401(k) Plan
Sponsored by Ilitch Holdings, Inc. · EIN 383357937 · Plan #002
- Total assets
- $307M
- Net assets
- $307M
- Active participants
- 4,784
- With balances
- 5,221
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Thompson Hine | Legal | $313,498 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $239,572 |
| Concurrent Investment Advisors Llc | Consulting (general), Investment advisory (plan) | $45,000 |
| Rehmann Robson | Accounting, Other services | $22,336 |