Stradley, Ronon, Stevens & Young, Llp Retirement Plan I
Sponsored by Stradley, Ronon, Stevens & Young, Llp · EIN 231130381 · Plan #001
- Total assets
- $188M
- Net assets
- $188M
- Active participants
- 271
- With balances
- 372
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 |
|---|---|---|
| Abacus Planning Group, Inc. CRD 107994 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Signature Investment Advisors, Llc CRD 160715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Haverford Trust Company | Investment advisory (participants), Direct payment from the plan | $45,863 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $38,417 |
| Abacus Planning Group Inc | Investment advisory (participants), Direct payment from the plan | $30,469 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $24,747 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $17,335 |
| Kreischer Miller | Accounting, Direct payment from the plan | $9,766 |
| Charles Schwab Investment Managemen | Investment management fees (indirect) | $8,951 |
| At Investment Advisers Inc | Investment advisory (participants), Direct payment from the plan | $7,949 |
| Signature Investment Advisors | Investment advisory (participants), Direct payment from the plan | $6,033 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $3,894 |