Choate, Hall & Stewart Llp Profit Sharing Retirement Plan
Sponsored by Choate, Hall & Stewart Llp · EIN 041175860 · Plan #001
- Total assets
- $179M
- Net assets
- $179M
- Active participants
- 335
- With balances
- 498
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Investment management fees (indirect) | $21,221 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $6,825 |