Orrick, Herrington & Sutcliffe Llp Retirement Plan
Sponsored by Orrick, Herrington & Sutcliffe Llp · EIN 942952627 · Plan #004
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 1,870
- With balances
- 2,986
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Reynders, Mcveigh Capital Management, Llc CRD 137342 | fuzzy_auto · 97% | 2024 |
| Conquis Financial Llc CRD 319579 | deterministic · 100% | 2024 |
| Sanchez & Zures, Llc CRD 139898 | fuzzy_auto · 96% | 2024 |
| Linscomb Wealth, Inc. CRD 106779 | deterministic · 100% | 2024 |
| Joel Isaacson & Co., Llc CRD 152450 | fuzzy_auto · 96% | 2024 |
| Fort Henry Capital, Llc CRD 168695 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
| Moneta Group Investment Advisors, Llc CRD 104727 | fuzzy_auto · 99% | 2024 |
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Direct payment from the plan, Investment advisory (participants) | $833,838 |
| Cerity Partners Llc | Investment advisory (plan), Direct payment from the plan, Investment advisory (participants) | $473,951 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $424,750 |
| Gallagher Benefit Services Inc Dba | Legal, Direct payment from the plan | $65,516 |
| Cerity Partners Retirement Plan Adv | Contract administrator | $50,000 |
| Reynders Mcveigh Capital Manag | Investment advisory (participants), Direct payment from the plan | $46,771 |
| Alternativ Wealth | Investment advisory (participants), Direct payment from the plan | $34,346 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $34,008 |
| Conquis Financial Llc | Investment advisory (participants), Direct payment from the plan | $28,482 |
| Sanchez & Zures Llc | Investment advisory (participants), Direct payment from the plan | $27,687 |
| Linscomb Wealth Inc | Investment advisory (participants), Direct payment from the plan | $15,967 |
| Alpha Cubed Investments Llc | Investment advisory (participants), Direct payment from the plan | $15,753 |
| Joel Isaacson & Co Llc | Investment advisory (participants), Direct payment from the plan | $15,665 |
| Fort Henry Capital Llc | Investment advisory (participants), Direct payment from the plan | $10,460 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $9,413 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Direct payment from the plan | $8,934 |
| Moneta Group Investment Adviso | Investment advisory (participants), Direct payment from the plan | $6,726 |
| Signature Estate & Investment | Investment advisory (participants), Direct payment from the plan | $5,978 |
| Jp Morgan Private Wealth Advis | Investment advisory (participants), Direct payment from the plan | $5,819 |
| Qdro Consultants Company, Llc | Other fees, Consulting (general), Direct payment from the plan | $900 |