Hanson Bridgett Llp Associate 401(k) Plan
Sponsored by Hanson Bridgett Llp · EIN 941205338 · Plan #002
- Total assets
- $43.1M
- Net assets
- $43.1M
- Active participants
- 129
- With balances
- 197
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 |
|---|---|---|
| Evercore Wealth Management, Llc CRD 148399 | deterministic · 100% | 2024 |
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Evercore Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $52,672 |
| Mariner Wealth Advisors | Investment management, Direct payment from the plan | $32,132 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $17,789 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $877 |