Tucker Ellis Llp Retirement Savings Plan
Sponsored by Tucker Ellis Llp · EIN 200073899 · Plan #001
- Total assets
- $129M
- Net assets
- $129M
- Active participants
- 300
- With balances
- 401
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
| Jps Financial, Llc CRD 169208 | 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 | $82,951 |
| Ancora Family Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $62,398 |
| Cbiz Investment Advisory Servi | Investment management, Direct payment from the plan | $40,255 |
| Mai Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $6,750 |
| Jps Financial Llc | Investment advisory (participants), Direct payment from the plan | $5,316 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $570 |