Dentons Sirote, P.C. Profit Sharing 401(k) Plan
Sponsored by Dentons Sirote Pc · EIN 630649626 · Plan #002
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 142
- With balances
- 515
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $197,273 |
| Merrill Lynch | Custodial (securities), Investment management, Securities brokerage | $72,431 |
| Charles Schwab | Custodial (securities), Investment management, Securities brokerage | $39,606 |
| Robert W. Baird & Co Incorporated | Custodial (securities), Investment management, Securities brokerage | $33,896 |
| Morgan Stanley Smith Barney | Investment management, Securities brokerage, Other services | $19,985 |
| Fidelityinvestments | Custodial (securities), Investment management, Securities brokerage | $16,667 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $114M | 142 | ack 20251015134627NAL0002390179001 |
| 01/01/2021 | $118M | 145 | ack 20250422132755NAL0004246257001 |
| 01/01/2020 | $115M | 167 | ack 20250421141508NAL0004551744001 |