Jenner & Block Cash Balance Plan
Sponsored by Jenner & Block Llp · EIN 362192554 · Plan #002
- Total assets
- $100M
- Net assets
- $100M
- Active participants
- 147
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Trust Company | Contract administrator, Recordkeeping, Investment advisory (plan) | $264,017 |
| October Three Consulting, Inc. | Actuarial, Direct payment from the plan | $146,633 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $20,900 |
| Mma Securities, Llc | Investment advisory (plan), Direct payment from the plan | $20,500 |