King & Spalding Llp Profit Sharing 401(k) Plan
Sponsored by King & Spalding Llp · EIN 580520153 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 2,071
- With balances
- 3,155
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 |
|---|---|---|
| Zwj Investment Counsel Inc CRD 110397 | deterministic · 100% | 2024 |
| Signaturefd, Llc CRD 112758 | deterministic · 100% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Academy Capital Management CRD 105008 | deterministic · 100% | 2024 |
| Cibc Private Wealth Advisors, Inc. CRD 109644 | fuzzy_auto · 99% | 2024 |
| Hb Wealth Management, Llc CRD 316731 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Avidian Wealth Enterprises, Llc CRD 127186 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Nicholas Hoffman & Company, Llc CRD 144516 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zwj Investment Counsel Inc | Investment advisory (participants), Direct payment from the plan | $228,068 |
| Signaturefd Llc | Investment advisory (participants), Direct payment from the plan | $218,606 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $190,305 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $73,318 |
| Academy Capital Management | Investment advisory (participants), Direct payment from the plan | $54,632 |
| Cibc Private Wealth Advisors I | Investment advisory (participants), Direct payment from the plan | $48,070 |
| Hb Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $36,487 |
| Morgan Stanley Smith Barney | Investment advisory (participants), Direct payment from the plan | $33,886 |
| Avidian Wealth Enterprises Llc | Investment advisory (participants), Direct payment from the plan | $31,729 |
| Fca Corp | Investment advisory (participants), Direct payment from the plan | $30,761 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $15,142 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $14,014 |
| Nicholas Hoffman & Company Llc | Investment advisory (participants), Direct payment from the plan | $12,747 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $8,474 |