535 Main Llc Cash Balance Pension Plan
Sponsored by 535 Main Llc · EIN 010672358 · Plan #002
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 293
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Parthenon Llc CRD 107794 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Parthenon Llc | Investment advisory (plan) | $22,690 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities) | $3,740 |
| Charles Schwab & Co., Inc. | Securities brokerage, Investment management fees (indirect) | $75 |