Steptoe & Johnson Pllc 401(k) Plan
Sponsored by Steptoe & Johnson Pllc · EIN 550286140 · Plan #001
- Total assets
- $189M
- Net assets
- $189M
- Active participants
- 724
- With balances
- 882
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $110,440 |
| Geoffrey Korwan/Morgan Stanley | Investment advisory (participants), Investment management fees (direct) | $27,734 |
| Undra J. Johnson | Investment advisory (participants), Investment management fees (direct) | $25,225 |
| Russell Dunkin | Investment advisory (participants), Investment management fees (direct) | $23,498 |
| Joshua Young | Investment advisory (participants), Investment management fees (direct) | $22,090 |
| C. Todd Molessa | Investment advisory (participants), Investment management fees (direct) | $13,010 |
| Les Wilkerson | Investment advisory (participants), Investment management fees (direct) | $9,371 |
| Td Ameritrade | Investment advisory (participants), Investment management fees (direct) | $7,620 |
| Terry Raab | Investment advisory (participants), Investment management fees (direct) | $6,854 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |