Legal Aid Society Money Purchase Pension Plan
Sponsored by Legal Aid Society Of Cincinnati · EIN 310536673 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 90
- With balances
- 132
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors | Investment management, Investment management fees (direct) | $59,726 |