Fenwick & West Llp Partners' Pension Plan Ii
Sponsored by Fenwick & West Llp · EIN 942708481 · Plan #006
- Total assets
- $59.9M
- Net assets
- $59.9M
- Active participants
- 150
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Llc | Investment advisory (plan) | $203,166 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $2,278 |