Chapman And Cutler Llp Salary Deferral Plan For Partners And Support Staff
Sponsored by Chapman And Cutler Llp · EIN 362153731 · Plan #002
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 336
- With balances
- 510
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 |
|---|---|---|
| Marion Wealth Management, Llc CRD 315730 | fuzzy_auto · 97% | 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 | $24,536 |
| Madison Wealth Management | Investment management, Investment management fees (direct) | $14,050 |
| Verhulst Wealth Management | Investment management, Investment management fees (direct) | $10,343 |
| Cbiz Private Wealth Advisors Inc. | Investment management, Investment management fees (direct) | $7,861 |
| Smedley Financial Services, Inc. | Investment management, Investment management fees (direct) | $6,055 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |