Williams Mullen Clark & Dobbins 401(k) Retirement Plan
Sponsored by Williams Mullen Clark & Dobbins P.C. · EIN 541246519 · Plan #003
- Total assets
- $284M
- Net assets
- $284M
- Active participants
- 370
- With balances
- 538
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $72,876 |
| Empower Annuity Insurance Company | Recordkeeping fees | $57,970 |
| Empower Advisory Group, Llc | Investment management | $44,747 |
| Bkd Llp | Accounting | $17,220 |