Dentons Cohen & Grigsby P.C. Pension Plan
Sponsored by Dentons Cohen & Grigsby, P.C. · EIN 251491692 · Plan #001
- Total assets
- $151M
- Net assets
- $151M
- Active participants
- 138
- With balances
- 214
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dinuzzo Private Wealth, Inc. CRD 112778 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fort Pitt Capital Group Llc | Investment advisory (participants), Direct payment from the plan | $428,500 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $26,971 |
| Dinuzzo Private Wealth Inc | Investment advisory (participants), Direct payment from the plan | $10,087 |
| Charles Schwab & Co Inc | Securities brokerage, Direct payment from the plan, Float revenue | $6,267 |