Davis+Gilbert Llp Profit Sharing Retirement Plan
Sponsored by Davis+Gilbert Llp · EIN 131504385 · Plan #001
- Total assets
- $149M
- Net assets
- $149M
- Active participants
- 135
- With balances
- 168
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 |
|---|---|---|
| Wealthspire Advisors Llc CRD 106181 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Abacus Wealth Partners, Llc CRD 128590 | deterministic · 100% | 2024 |
| Mjb Asset Management Llc CRD 109940 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthspire Advisors Llc | Investment advisory (participants), Direct payment from the plan | $57,887 |
| City National Rochdale Llc | Investment advisory (participants), Direct payment from the plan | $53,519 |
| Schwab Retirement Plan Services, In | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $37,181 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $34,987 |
| Abacus Wealth Partners Llc | Investment advisory (participants), Direct payment from the plan | $16,814 |
| Mjb Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $11,895 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $4,292 |