Bdo Usa, Llp Cash Balance Plan
Sponsored by Bdo Usa, P.C. · EIN 135381590 · Plan #003
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- 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 |
|---|---|---|
| Sterling Capital Management Inc CRD 106822 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| October Three | Actuarial, Direct payment from the plan | $64,835 |
| Mcdermott Will & Emory | Legal, Direct payment from the plan | $42,935 |
| Sterling Capital Management Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $39,398 |