Arnall Golden Gregory Llp Self Employed Persons Retirement Plan
Sponsored by Arnall Golden Gregory Llp · EIN 580543673 · Plan #001
- Total assets
- $173M
- Net assets
- $173M
- Active participants
- 248
- With balances
- 314
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 |
|---|---|---|
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
| Hb Wealth Management, Llc CRD 316731 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Waypoint Wealth Counsel Llc CRD 171822 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Savant Capital Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $143,939 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $56,234 |
| Cap Financial Partners Llc | Investment management, Direct payment from the plan | $46,187 |
| Hb Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $20,085 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $13,531 |
| Waypoint Wealth Counsel Llc | Investment advisory (participants), Direct payment from the plan | $9,247 |
| Cornercap Investment Counsel I | Investment advisory (participants), Direct payment from the plan | $7,445 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $5,297 |