Service Provider
ROTHSCHILD INVESTMENT CORPORATION
7 companies • 7 plans • 18 filings • Latest year 2024
Company Profile • 36-2708660Service providerAuditingEducation servicesInvestment managementService code 55Service code 71Service code 99Third-party administration
Total Direct Compensation
$551,343
0.01% of tracked asset basis
Tracked Asset Basis
$8,056,530,935
Companies
7
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| Alfred Benesch and Company | 36-2407363 | 4 | 1 | 2020 | $194,299 | 0.03% | $715,939,994 |
| Weaver Consultants Group LLC | 36-4365041 | 2 | 1 | 2024 | $140,247 | 0.17% | $84,779,772 |
| Piper Marbury Rudnick & Wolfe LLP | 52-0616490 | 7 | 1 | 2021 | $95,893 | 0.00% | $6,855,794,762 |
| Employment & Employer Services Inc | 36-3242702 | 2 | 1 | 2021 | $54,810 | 0.35% | $15,780,195 |
| Resonant Sciences LLC | 47-1991500 | 1 | 1 | 2024 | $33,196 | 0.22% | $15,419,995 |
| Michigan Electrical Employees Pension Fund | 38-6233977 | 1 | 1 | 2017 | $32,898 | 0.01% | $364,225,625 |
| Weaver Boos Holdings LLC | 34-2026074 | 1 | 1 | 2009 | - | - | $4,590,592 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2024 | Weaver Consultants Group LLC | Weaver Companies 401(K) Plan | Service provider | Auditing • Investment management | $76,858 | 0.17% | $45,876,747 | View filing |
| 2024 | Resonant Sciences LLC | Resonant Sciences LLC 401(K) Profit Sharing Plan | Service provider | Investment management | $33,196 | 0.22% | $15,419,995 | View filing |
| 2023 | Weaver Consultants Group LLC | Weaver Companies 401(K) Plan | Service provider | Auditing • Investment management | $63,389 | 0.16% | $38,903,025 | View filing |
| 2021 | Piper Marbury Rudnick & Wolfe LLP | Dla Piper LLP Us Profit Sharing and 401(K) Savings Plan | Service provider | Service code 71 • Third-party administration | $55,095 | 0.00% | $1,494,572,606 | View filing |
| 2021 | Employment & Employer Services Inc | Employment & Employer Services Inc. Retirement Savings Plan | Service provider | Auditing • Investment management | $27,405 | 0.35% | $7,890,098 | View filing |
| 2021 | Employment & Employer Services Inc | Employment & Employer Services Inc. Retirement Savings Plan | Service provider | Auditing • Investment management | $27,405 | 0.35% | $7,890,098 | View filing |
| 2020 | Alfred Benesch and Company | Amended/Restated Employees Profit-Sharing Plan of Alfred Benesch and Company | Service provider | Service code 99 | $53,125 | 0.03% | $203,687,219 | View filing |
| 2020 | Alfred Benesch and Company | Amended/Restated Employees Profit-Sharing Plan of Alfred Benesch and Company | Service provider | Service code 99 | $53,125 | 0.03% | $203,667,158 | View filing |
| 2020 | Piper Marbury Rudnick & Wolfe LLP | Dla Piper LLP Us Profit Sharing and 401(K) Savings Plan | Service provider | Service code 71 • Third-party administration | $19,857 | 0.00% | $1,328,729,192 | View filing |
| 2019 | Alfred Benesch and Company | Amended/Restated Employees Profit-Sharing Plan of Alfred Benesch and Company | Service provider | Service code 99 | $42,500 | 0.03% | $163,393,434 | View filing |
| 2019 | Piper Marbury Rudnick & Wolfe LLP | Dla Piper LLP Us Profit Sharing and 401(K) Savings Plan | Service provider | Service code 71 | - | - | $1,138,903,714 | View filing |
| 2018 | Alfred Benesch and Company | Amended/Restated Employees Profit-Sharing Plan of Alfred Benesch and Company | Service provider | Service code 99 | $45,549 | 0.03% | $145,192,183 | View filing |
| 2018 | Piper Marbury Rudnick & Wolfe LLP | Dla Piper LLP Us Profit Sharing and 401(K) Savings Plan | Service provider | Service code 71 | - | - | $1,071,577,573 | View filing |
| 2017 | Michigan Electrical Employees Pension Fund | Michigan Electrical Employees Pension Fund | Service provider | Education services | $32,898 | 0.01% | $364,225,625 | View filing |
| 2011 | Piper Marbury Rudnick & Wolfe LLP | Dla Piper LLP Us Profit Sharing and 401(K) Savings Plan | Service provider | Service code 71 • Third-party administration | $8,351 | 0.00% | $647,435,788 | View filing |
| 2010 | Piper Marbury Rudnick & Wolfe LLP | Dla Piper LLP Us Profit Sharing and 401(K) Savings Plan | Service provider | Service code 71 • Third-party administration | $6,988 | 0.00% | $623,765,804 | View filing |
| 2009 | Piper Marbury Rudnick & Wolfe LLP | Dla Piper LLP Us Profit Sharing and 401(K) Savings Plan | Service provider | Third-party administration | $5,602 | 0.00% | $550,810,086 | View filing |
| 2009 | Weaver Boos Holdings LLC | WEAVER BOOS CONSULTANTS 401(K) PLAN | Service provider | Service code 55 | - | - | $4,590,592 | View filing |