Equity League 401 K Plan
Sponsored by Board Of Trustees Of The Equity League 401 K Plan · EIN 134155733 · Plan #001
- Total assets
- $557M
- Net assets
- $557M
- Active participants
- 24,136
- With balances
- 24,451
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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Investment management, Investment management fees (direct), Investment management fees (indirect) | $284,550 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $79,828 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $62,677 |
| Spivak Lipton Llp | Legal, Direct payment from the plan | $62,062 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $60,577 |
| The Segal Co (Eastern States) Inc | Consulting (general), Copying and duplicating, Direct payment from the plan | $14,235 |
| Terry Schmidt Llc | Consulting (general), Direct payment from the plan | $11,316 |
| Comprehensive Consulting Solutions | Consulting (general), Direct payment from the plan | $9,180 |