Linklaters Llp 401(k) Profit Sharing Plan
Sponsored by Linklaters Llp · EIN 132733177 · Plan #002
- Total assets
- $89.8M
- Net assets
- $89.8M
- Active participants
- 126
- With balances
- 213
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Hld Llc | Investment management, Direct payment from the plan | $75,685 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $6,782 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |