Latham & Watkins 401(k) Savings And Profit Sharing Plan
Sponsored by Latham & Watkins Llp · EIN 952018373 · Plan #001
- Total assets
- $3.1B
- Net assets
- $3.1B
- Active participants
- 4,864
- With balances
- 8,020
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 |
|---|---|---|
| Salem Advisory Group Llc CRD 145697 | fuzzy_auto · 96% | 2024 |
| Mariner Platform Solutions, Llc CRD 305418 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Srp Capital Advisors Llc CRD 289466 | fuzzy_auto · 95% | 2024 |
| Westmount Partners, Llc CRD 158857 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Chicago Wealth Management, Inc. CRD 112271 | deterministic · 100% | 2024 |
| Destination Wealth Management CRD 110365 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Huffman, Mark C. CRD 135753 | deterministic · 100% | 2024 |
| Blankinship & Foster, Llc CRD 104795 | fuzzy_auto · 97% | 2024 |
| Ironbridge Private Wealth, Llc CRD 287714 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 94% | 2024 |
| Spinnaker Investment Group, Llc CRD 283414 | deterministic · 100% | 2024 |
| Lido Advisors, Llc CRD 269866 | deterministic · 100% | 2024 |
| Main Street Research Llc CRD 114629 | deterministic · 100% | 2024 |
| Herrington Wealth Management Corporation CRD 305202 | fuzzy_auto · 95% | 2024 |
| Fayez Sarofim & Co., Llc CRD 106584 | fuzzy_auto · 96% | 2024 |
| Kendall Capital Management CRD 134740 | 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 | $260,064 |
| Sage Advisory Group | Investment management, Direct payment from the plan | $140,000 |
| Mariner Platform Solutions Llc | Investment advisory (participants), Direct payment from the plan | $124,937 |
| Chevy Chase Trust Company | Investment advisory (participants), Direct payment from the plan | $116,322 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $88,582 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $68,226 |
| Srs Capital Advisors Llc | Investment advisory (participants), Direct payment from the plan | $45,730 |
| Westmount Partners Llc | Investment advisory (participants), Direct payment from the plan | $36,251 |
| Rnc Genter Capital Management | Investment advisory (participants), Direct payment from the plan | $35,157 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $27,892 |
| City National Rochdale Llc | Investment advisory (participants), Direct payment from the plan | $27,561 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $26,548 |
| Holthouse Carlin And Van Trigt Llp | Accounting, Direct payment from the plan | $24,000 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $23,040 |
| Chicago Wealth Management Inc | Investment advisory (participants), Direct payment from the plan | $22,392 |
| Destination Wealth Management | Investment advisory (participants), Direct payment from the plan | $22,093 |
| Kayne Anderson Rudnick | Investment advisory (participants), Direct payment from the plan | $21,018 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $20,808 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $19,458 |
| Huffman Mark C | Investment advisory (participants), Direct payment from the plan | $17,145 |
| Blankinship & Foster Llc | Investment advisory (participants), Direct payment from the plan | $16,137 |
| Pietzsch Bonnett & Womack Pa | Legal, Direct payment from the plan | $16,052 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $14,474 |
| Ironbridge Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $13,085 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $10,811 |
| Signature Estate & Investment | Investment advisory (participants), Direct payment from the plan | $10,577 |
| Spinnaker Investment Group Llc | Investment advisory (participants), Direct payment from the plan | $9,602 |
| Lido Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,313 |
| Main Street Research Llc | Investment advisory (participants), Direct payment from the plan | $9,187 |
| Hemington Wealth Management Ll | Investment advisory (participants), Direct payment from the plan | $8,384 |
| Fayez Sarofim & Co Llc | Investment advisory (participants), Direct payment from the plan | $8,340 |
| Kendall Capital Management | Investment advisory (participants), Direct payment from the plan | $6,630 |