Littler Mendelson 401(k) Plan And Trust
Sponsored by Littler Mendelson, P.C. · EIN 942602731 · Plan #003
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 2,298
- With balances
- 3,234
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 |
|---|---|---|
| Capital Research & Consulting Llc CRD 109868 | fuzzy_auto · 96% | 2024 |
| Delta Investment Management, Llc CRD 149596 | fuzzy_auto · 98% | 2024 |
| Hc Advisors Llc CRD 165200 | deterministic · 100% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 93% | 2024 |
| Tocqueville Asset Management Lp CRD 105690 | fuzzy_auto · 99% | 2024 |
| Krilogy Financial Llc CRD 149046 | deterministic · 100% | 2024 |
| Laurel Wealth Advisors, Llc CRD 118469 | deterministic · 100% | 2024 |
| Ghp Investment Advisors Inc CRD 107563 | deterministic · 100% | 2024 |
| Dinuzzo Private Wealth, Inc. CRD 112778 | deterministic · 100% | 2024 |
| Colorado Capital Management, Inc. CRD 114011 | fuzzy_auto · 98% | 2024 |
| Retirement Planning Group, Llc CRD 310647 | deterministic · 100% | 2024 |
| New England Private Wealth Advisors, Llc CRD 133790 | fuzzy_auto · 97% | 2024 |
| One Advisory Partners, Llc CRD 161614 | deterministic · 100% | 2024 |
| Mainsail Asset Management, Llc CRD 128373 | deterministic · 100% | 2024 |
| Cornerstone Advisory, Llc CRD 142359 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Wellspring Wealth Management Llc CRD 134834 | fuzzy_auto · 99% | 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 | $323,524 |
| Capital Research Consulting | Investment management, Direct payment from the plan | $190,000 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $59,285 |
| Delta Investment Management Ll | Investment advisory (participants), Direct payment from the plan | $45,443 |
| Hc Advisors Llc | Investment advisory (participants), Direct payment from the plan | $34,902 |
| Burr Pilger Mayer Inc | Accounting, Direct payment from the plan | $33,705 |
| Neuberger & Berman Llc | Investment advisory (participants), Direct payment from the plan | $30,426 |
| Tocqueville Asset Management L | Investment advisory (participants), Direct payment from the plan | $27,709 |
| Krilogy Financial Llc | Investment advisory (participants), Direct payment from the plan | $25,926 |
| Litman Gregory Wealth Mgmt | Investment advisory (participants), Direct payment from the plan | $22,637 |
| Laurel Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $17,013 |
| Ghp Investment Advisors Inc | Investment advisory (participants), Direct payment from the plan | $16,291 |
| Dinuzzo Private Wealth Inc | Investment advisory (participants), Direct payment from the plan | $16,055 |
| Colorado Capital Management In | Investment advisory (participants), Direct payment from the plan | $12,717 |
| The Retirement Planning Group | Investment advisory (participants), Direct payment from the plan | $11,224 |
| New England Private Wealth Adv | Investment advisory (participants), Direct payment from the plan | $10,000 |
| One Advisory Partners Llc | Investment advisory (participants), Direct payment from the plan | $9,793 |
| Mainsail Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $8,119 |
| Cornerstone Advisory Llc | Investment advisory (participants), Direct payment from the plan | $6,503 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $6,438 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $6,211 |
| Wellspring Wealth Management L | Investment advisory (participants), Direct payment from the plan | $5,026 |