AUMdb

Nelson Mullins Retirement Plan

Sponsored by Nelson Mullins Riley & Scarborough Llp · EIN 570215445 · Plan #002

Total assets
$679M
Net assets
$679M
Active participants
1,831
With balances
2,527

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
Abacus Planning Group, Inc. CRD 107994 deterministic · 100% 2024
Ccm Investment Advisers, Llc CRD 105743 deterministic · 100% 2024
Towers Watson Investment Services, Inc. CRD 110473 fuzzy_auto · 98% 2024
Lmcg Investments, Llc CRD 149936 deterministic · 100% 2024
Balentine Llc CRD 152511 deterministic · 100% 2024
Buckhead Capital Management, Llc CRD 110707 fuzzy_auto · 98% 2024
V. M. Manning & Co., Inc. CRD 2655 fuzzy_auto · 95% 2024
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 99% 2024
Patton Albertson Miller Group, Llc CRD 281558 deterministic · 100% 2024
Hb Wealth Management, Llc CRD 316731 deterministic · 100% 2024
Prospective Value Partners Llc CRD 258786 deterministic · 100% 2024
Mclean Asset Management Corporation CRD 108067 fuzzy_auto · 95% 2024
Nicholson Wealth Management Group, Llc CRD 327001 fuzzy_auto · 96% 2024
Cubic Pye Capital Management, Inc. CRD 130212 fuzzy_auto · 96% 2024
Financial Engines Advisors L.L.C. CRD 104510 fuzzy_auto · 96% 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 $199,861
Abacus Planning Group Inc Investment advisory (participants), Direct payment from the plan $131,536
Ccm Investment Advisers Llc Direct payment from the plan, Investment advisory (participants) $97,930
Towers Watson Investment Srvcs Inc Investment management, Direct payment from the plan $83,233
Lmcg Investments Llc Investment advisory (participants), Direct payment from the plan $71,230
Balentine Llc Investment management, Direct payment from the plan $48,713
Buckhead Capital Management Ll Investment advisory (participants), Direct payment from the plan $39,347
V M Manning & Co Inc Investment advisory (participants), Direct payment from the plan $28,747
Commonwealth Equity Services I Investment advisory (participants), Direct payment from the plan $24,219
Patton Albertson Miller Group Investment advisory (participants), Direct payment from the plan $23,417
Hb Wealth Management Llc Investment advisory (participants), Direct payment from the plan $22,925
Prospective Value Partners Llc Investment advisory (participants), Direct payment from the plan $18,204
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Shareholder servicing fees $18,063
Mclean Asset Management Corpor Investment advisory (participants), Direct payment from the plan $13,779
Nicholson Wealth Management Investment advisory (participants), Direct payment from the plan $7,366
Cubic Pye Capital Mgmt Inc Investment advisory (participants), Direct payment from the plan $6,529
Financial Engines Advisors Llc Investment advisory (participants), Direct payment from the plan $5,064