Chicago Urban League 401(k) Profit Sharing Plan & Trust
Sponsored by Chicago Urban League · EIN 362225483 · Plan #003
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 159
- With balances
- 118
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 |
|---|---|---|
| Rothschild Investment Llc CRD 728 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rothschild Investment Llc | Investment advisory (participants) | $5,518 |
| Rothschild Investment Corp | Investment advisory (participants) | $5,387 |