AUMdb

Boies Schiller Flexner Llp Retirement Savings Plan

Sponsored by Boies Schiller Flexner Llp · EIN 651160056 · Plan #001

Total assets
$176M
Net assets
$176M
Active participants
358
With balances
808

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $16,111
Pricewaterhousecoopers Llp Consulting (general) $8,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$25,038