Calamos Profit Sharing 401(k) Plan
Sponsored by Calamos Investments Llc · EIN 201768357 · Plan #001
- Total assets
- $200M
- Net assets
- $200M
- Active participants
- 415
- With balances
- 578
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 |
|---|---|---|
| Frazier Financial Advisors, Llc CRD 106649 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $10,348 |
| Frazier Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $7,842 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,933 |