AUMdb

The Savings And Investment Plan

Sponsored by Wpp Group Usa, Inc. · EIN 204031493 · Plan #001

Total assets
$4.7B
Net assets
$4.7B
Active participants
19,575
With balances
40,113

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $1,123,262
Mercer Legal $163,300
Capfinancial Partners, Llc. Investment advisory (plan) $159,135
Davis & Gilbert, Llp Legal, Direct payment from the plan $131,193
Pkf O'connor Davies Legal $62,500