Hagens Berman Sobol Shapiro Llp 401(k) Retirement Plan
Sponsored by Hagens Berman Sobol Shapiro Llp · EIN 912017394 · Plan #001
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 140
- With balances
- 189
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 |
|---|---|---|
| Integrated Advisors Network Llc CRD 171991 | fuzzy_auto · 98% | 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 | $56,738 |
| Sweeney Conard P.S. | Accounting, Direct payment from the plan | $15,000 |
| Evergreen Gavekal | Investment advisory (participants), Direct payment from the plan | $7,004 |
| Integrated Advisors Network Ll | Investment advisory (participants), Direct payment from the plan | $5,976 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $204 |