Venable Llp 401(k) Plan
Sponsored by Venable Llp · EIN 520517250 · Plan #003
- Total assets
- $766M
- Net assets
- $766M
- Active participants
- 1,670
- With balances
- 2,401
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 |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Hudson Portfolio Management Llc CRD 130021 | fuzzy_auto · 98% | 2024 |
| Bridgewater Advisors Inc. CRD 109826 | deterministic · 100% | 2024 |
| Thoma Capital Management Llc CRD 120139 | 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 | $222,670 |
| Rocaton Investment Advisors Llc | Investment management, Direct payment from the plan | $71,545 |
| Stout Causey & Horning Pa | Accounting, Direct payment from the plan | $50,300 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $18,750 |
| Hudson Portfolio Management Ll | Investment advisory (participants), Direct payment from the plan | $17,149 |
| Bridgewater Advisors Inc | Investment advisory (participants), Direct payment from the plan | $13,549 |
| Thoma Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $6,338 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,017 |