Chapman And Cutler Llp Retirement Plan
Sponsored by Chapman And Cutler Llp · EIN 362153731 · Plan #003
- Total assets
- $211M
- Net assets
- $211M
- Active participants
- 310
- With balances
- 461
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Marion Wealth Management, Llc CRD 315730 | fuzzy_auto · 97% | 2024 |
| Cibc Private Wealth Advisors, Inc. CRD 109644 | deterministic · 100% | 2024 |
| Smedley Financial Services Inc CRD 110870 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $34,545 |
| Madison Wealth Management | Investment management, Investment management fees (direct) | $21,190 |
| Verhulst Wealth Management | Investment management, Investment management fees (direct) | $15,599 |
| Cibc Private Wealth Advisors Inc. | Investment management, Investment management fees (direct) | $11,855 |
| Smedley Financial Services, Inc. | Investment management, Investment management fees (direct) | $9,131 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |