Honigman Llp Income Deferral And Profit Sharing Plan
Sponsored by Honigman Llp · EIN 381407377 · Plan #003
- Total assets
- $402M
- Net assets
- $402M
- Active participants
- 671
- With balances
- 925
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 |
|---|---|---|
| Clarkston Capital Partners, Llc CRD 143456 | deterministic · 100% | 2024 |
| Rothschild Investment Llc CRD 728 | deterministic · 100% | 2024 |
| Antonelli Financial Advisors, Llc CRD 286452 | fuzzy_auto · 94% | 2024 |
| Vcp Financial Llc CRD 167901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $82,676 |
| Clarkston Capital Partners Llc | Investment advisory (participants), Direct payment from the plan | $68,931 |
| Rothschild Investment Llc | Investment advisory (participants), Direct payment from the plan | $11,600 |
| Antonelli Financial | Investment advisory (participants), Direct payment from the plan | $6,169 |
| Vcp Financial Llc | Investment advisory (participants), Direct payment from the plan | $6,135 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,008 |