Buchanan Ingersoll & Rooney Pc Retirement Savings Plan
Sponsored by Buchanan Ingersoll & Rooney Pc · EIN 251381032 · Plan #003
- Total assets
- $484M
- Net assets
- $484M
- Active participants
- 793
- With balances
- 1,301
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 |
|---|---|---|
| Guyasuta Investment Advisors, Incorporated CRD 108400 | fuzzy_auto · 94% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Alliancebernstein Corporation CRD 107445 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Rkl Wealth Management Llc CRD 122693 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $87,384 |
| Guyasuta Investment Advisros I | Investment advisory (participants), Direct payment from the plan | $34,196 |
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $33,750 |
| Alliancebernstein Lp | Investment management, Direct payment from the plan | $28,228 |
| Catanese Group A Professional | Accounting, Direct payment from the plan | $20,000 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $9,333 |
| Rkl Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $7,562 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,337 |