The American Law Institute Defined Contribution Retirement Plan
Sponsored by The American Law Institute · EIN 231352013 · Plan #001
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 55
- With balances
- 195
Plan year beginning 01/01/2024 · Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Kaplan Llc CRD 128244 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Kaplan Llc | Investment management | $15,944 |
| Tiaa | Insurance services | $12,970 |