Paul Hastings Llp Defined Contribution Retirement Plan
Sponsored by Paul Hastings Llp · EIN 952209675 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 2,507
- With balances
- 3,141
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Halbert Hargrove Global Advisors, Llc CRD 105515 | fuzzy_auto · 93% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Oppenheimerfunds Inc CRD 104983 | fuzzy_auto · 94% | 2024 |
| Tortoise Investment Management, Llc CRD 128723 | deterministic · 100% | 2024 |
| Monograph Wealth Advisors, Llc CRD 173949 | deterministic · 100% | 2024 |
| Perigon Wealth Management, Llc CRD 131037 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Index Fund Advisors, Inc. CRD 109143 | deterministic · 100% | 2024 |
| Lee Way Financial Services, Inc CRD 113983 | fuzzy_auto · 95% | 2024 |
| Sanford C. Bernstein & Co., Llc CRD 104474 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $472,963 |
| Morgan Stanley | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $104,382 |
| Halbert Hargrove Russell | Investment advisory (participants), Investment management fees (direct) | $73,501 |
| Wells Fargo Advisors | Investment advisory (participants), Investment management fees (direct) | $59,771 |
| Oppenheimer | Investment advisory (participants), Investment management fees (direct) | $57,421 |
| City National Bank | Custodial (securities), Investment advisory (participants), Investment management | $45,023 |
| Tortoise Investment Management | Investment advisory (participants), Investment management fees (direct) | $26,077 |
| Monograph Wealth Advisors | Investment advisory (participants), Investment management fees (direct) | $25,907 |
| Perigon Wealth Management, Llc | Investment advisory (participants), Investment management fees (direct) | $21,878 |
| Merrill Lynch | Investment advisory (participants), Investment management fees (direct) | $20,795 |
| Gv Financial Advisor | Investment advisory (participants), Investment management fees (direct) | $17,743 |
| Charles Schwab | Investment advisory (participants), Investment management fees (direct) | $11,287 |
| Index Fund Advisors | Investment advisory (participants), Investment management fees (direct) | $9,381 |
| Lee Way Financial | Investment advisory (participants), Investment management fees (direct) | $9,100 |
| Sentinus, Llc | Investment advisory (participants), Investment management fees (direct) | $6,088 |
| Sanford Bernstein | Investment advisory (participants), Investment management fees (direct) | $5,878 |
| Td Ameritrade | Investment advisory (participants), Securities brokerage, Investment management fees (direct) | $0 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |