Mw&E Cash Balance Plan
Sponsored by Mcdermott Will & Schulte Llp · EIN 361453176 · Plan #006
- Total assets
- $201M
- Net assets
- $201M
- Active participants
- 253
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Citibank | Investment advisory (plan) | $439,015 |
| October Three Consulting Llc | Actuarial | $101,029 |
| Matrix Trust Company | Trustee (institutional) | $41,275 |
| Sikich Llp | Accounting | $14,800 |