Schwarz Partners Lp 401 K Profit Sharing Plan
Sponsored by Schwarz Partners Lp · EIN 351970447 · Plan #002
- Total assets
- $282M
- Net assets
- $282M
- Active participants
- 5,208
- With balances
- 6,115
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $577,375 |
| Sageview Advisory | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $60,000 |
| Katz, Sapper & Miller | Accounting | $21,000 |