Sullivan & Worcester Llp Retirement Plan
Sponsored by Sullivan & Worcester Llp · EIN 042387531 · Plan #001
- Total assets
- $97.0M
- Net assets
- $97.0M
- Active participants
- 154
- With balances
- 218
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 |
|---|---|---|
| Birch Hill Investment Advisors Llc CRD 143750 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Investment advisory (participants), Direct payment from the plan | $31,189 |
| Birch Hill Investment Advisors | Investment advisory (participants), Direct payment from the plan | $6,128 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $224 |