Dla Piper Llp (Us) Cash Balance Plan For Partners
Sponsored by Dla Piper Llp Us · EIN 520616490 · Plan #007
- Total assets
- $184M
- Net assets
- $184M
- Active participants
- 638
- 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 |
|---|---|---|
| Wells Fargo | Investment management, Direct payment from the plan, Investment management fees (direct) | $99,998 |
| Principal | Trustee (directed) | $22,977 |