Seyfarth Shaw Llp 401(k) Savings And Retirement Plan
Sponsored by Seyfarth Shaw Llp · EIN 362152202 · Plan #004
- Total assets
- $926M
- Net assets
- $926M
- Active participants
- 1,762
- With balances
- 2,831
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 |
|---|---|---|
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Heinz Global Asset Management, Inc. CRD 155610 | fuzzy_auto · 96% | 2024 |
| Gemmer Asset Management Llc CRD 109034 | deterministic · 100% | 2024 |
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 97% | 2024 |
| Jmg Financial Group Ltd CRD 110302 | deterministic · 100% | 2024 |
| Bleakley Financial Group, Llc CRD 318366 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
| Curi Capital, Llc CRD 134249 | fuzzy_auto · 95% | 2024 |
| Signature Investment Advisors, Llc CRD 160715 | deterministic · 100% | 2024 |
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Flexible Plan Investments Ltd CRD 110762 | deterministic · 100% | 2024 |
| 7 Summit Advisors, Llc CRD 171409 | deterministic · 100% | 2024 |
| Dynamic Wealth Advisors CRD 169792 | 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 | $395,169 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $74,153 |
| Heinz Global Asset Mgmt Inc | Investment advisory (participants), Direct payment from the plan | $39,263 |
| Gemmer Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $39,127 |
| Ingalls & Snyder Llc | Investment advisory (participants), Direct payment from the plan | $32,843 |
| Savant Capital Llc | Investment advisory (participants), Direct payment from the plan | $30,537 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $29,604 |
| Wealth Enhancement Advisory Se | Investment advisory (participants), Direct payment from the plan | $20,067 |
| Jmg Financial Group Ltd | Investment advisory (participants), Direct payment from the plan | $18,229 |
| Bleakley Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $17,795 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $17,578 |
| Raymond James & Associates Inc | Investment advisory (participants), Direct payment from the plan | $17,451 |
| Curi Rmb Capital Llc | Investment advisory (participants), Direct payment from the plan | $16,062 |
| Gerber Kawasaki Wealth & | Investment advisory (participants), Direct payment from the plan | $14,178 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $13,286 |
| Signature Investment Advisors | Investment advisory (participants), Direct payment from the plan | $11,212 |
| Mariner Llc | Investment advisory (participants), Direct payment from the plan | $10,900 |
| Flexible Plan Investments Ltd | Investment advisory (participants), Direct payment from the plan | $8,198 |
| 7 Summit Advisors Llc | Investment advisory (participants), Direct payment from the plan | $8,176 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $6,747 |
| Dynamic Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $5,322 |