Lathrop Gpm Llp Retirement Plan And Trust
Sponsored by Lathrop Gpm Llp · EIN 430948710 · Plan #002
- Total assets
- $349M
- Net assets
- $349M
- Active participants
- 488
- With balances
- 765
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 |
|---|---|---|
| White Oaks Wealth Advisors, Inc. CRD 173522 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Dakota Wealth, Llc CRD 297987 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Cornerstone Wealth Group, Llc CRD 289971 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| White Oaks Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $92,235 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $72,249 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $49,488 |
| Northwestern Mutual Life Insurance | Other insurance fees and expenses | $15,489 |
| Dakota Wealth Llc | Investment advisory (participants), Direct payment from the plan | $12,903 |
| Raymond James & Associates, Inc | Investment advisory (participants), Direct payment from the plan | $12,361 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $7,926 |
| Cornerstone Wealth | Investment advisory (participants), Direct payment from the plan | $7,666 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $5,764 |