Davis Wright Tremaine Llp 401(k) Profit Sharing Plan
Sponsored by Davis Wright Tremaine Llp · EIN 910839480 · Plan #001
- Total assets
- $748M
- Net assets
- $748M
- Active participants
- 1,468
- With balances
- 2,115
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 |
|---|---|---|
| Institute For Wealth Management Llc CRD 127207 | fuzzy_auto · 96% | 2024 |
| Becker Capital Management Inc CRD 110489 | deterministic · 100% | 2024 |
| Sonata Capital Group Inc CRD 111277 | deterministic · 100% | 2024 |
| Coldstream Capital Management Inc CRD 108805 | 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 | $143,572 |
| Institute For Wealth Mgmt Llc | Investment advisory (participants), Direct payment from the plan | $98,461 |
| Cibc Bank Usa | Investment management, Direct payment from the plan | $36,009 |
| Becker Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $18,219 |
| Sonata Capital Group Inc | Investment advisory (participants), Direct payment from the plan | $13,053 |
| Coldstream Wealth Management | Investment advisory (participants), Direct payment from the plan | $12,928 |
| Jp Morgan Private Wealth Advis | Investment advisory (participants), Direct payment from the plan | $10,464 |
| Buckingham Strategic Wealth Ll | Investment advisory (participants), Direct payment from the plan | $7,765 |
| Charles Schwab &Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,752 |