Neal, Gerber & Eisenberg Profit Sharing/401(k) Plan
Sponsored by Neal, Gerber & Eisenberg Llp · EIN 363532950 · Plan #001
- Total assets
- $183M
- Net assets
- $183M
- Active participants
- 216
- With balances
- 307
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 |
|---|---|---|
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Investment Advisers Inc | Investment advisory (participants), Direct payment from the plan | $72,874 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $29,179 |
| Rappaport Reiches Capital Mana | Investment advisory (participants), Direct payment from the plan | $17,974 |
| Buckingham Strategic Wealth Ll | Investment advisory (participants), Direct payment from the plan | $17,237 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $13,223 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $11,912 |
| Savant Capital Llc | Investment advisory (participants), Direct payment from the plan | $11,029 |