AUMdb

Magnetar Capital Llc Profit Sharing And 401(k) Plan

Sponsored by Magnetar Capital Llc · EIN 202079434 · Plan #001

Total assets
$85.4M
Net assets
$85.4M
Active participants
202
With balances
293

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 96% 2024
World Investment Advisors, Llc CRD 208512 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Raymond James Financial Services Investment advisory (plan) $37,500
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $28,051
World Investments Inc Investment advisory (plan) $12,500