Paul Weiss Rifkind Wharton & Garrison Llp Members' Pension & Retirement Plan
Sponsored by Paul Weiss Rifkind Wharton & Garrison Llp · EIN 131662105 · Plan #002
- Total assets
- $249M
- Net assets
- $249M
- Active participants
- 662
- With balances
- 970
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $81,368 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $9,651 |
| Hightower Advisors Llc | Investment management, Direct payment from the plan | $6,733 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $403 |