Steptoe Llp 401(k) And Profit Sharing Plan
Sponsored by Steptoe Llp · EIN 521349790 · Plan #001
- Total assets
- $456M
- Net assets
- $456M
- Active participants
- 727
- With balances
- 1,114
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 |
|---|---|---|
| Frontier Asset Management, Llc CRD 109910 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Frontier Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $62,360 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $59,617 |
| May Barnhard Investments Llc D | Investment advisory (participants), Direct payment from the plan | $31,468 |
| Schwab Retirement Plan Services, In | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $28,221 |
| Private Advisor Group Llc | Investment advisory (participants), Direct payment from the plan | $14,041 |
| Mesirow Financial Investment M | Investment advisory (participants), Direct payment from the plan | $8,265 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $5,055 |