Williams & Connolly Llp Profit Sharing Plan And Trust
Sponsored by Williams & Connolly Llp · EIN 520851221 · Plan #002
- Total assets
- $283M
- Net assets
- $283M
- Active participants
- 651
- With balances
- 410
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $6,300 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $0 |