Steptoe Llp Cash Balance Pension Plan
Sponsored by Steptoe Llp · EIN 521349790 · Plan #007
- Total assets
- $76.6M
- Net assets
- $76.6M
- Active participants
- 118
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles & Company Lp | Investment management, Direct payment from the plan | $36,427 |
| Schwab Retirment Plan Services, Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $24,238 |
| Charles Schwab And Co Inc | Shareholder servicing fees | $0 |