Phelps Dunbar, Llp Savings And Retirement Plan
Sponsored by Phelps Dunbar, Llp · EIN 720358621 · Plan #001
- Total assets
- $295M
- Net assets
- $295M
- Active participants
- 727
- With balances
- 829
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 |
|---|---|---|
| Newedge Advisors, Llc CRD 171351 | deterministic · 100% | 2024 |
| Hardy Reed, Llc CRD 141024 | deterministic · 100% | 2024 |
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Accounting | $57,988 |
| Creative Planning | Accounting | $51,292 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $43,627 |
| Newedge Advisors, Llc | Investment advisory (participants), Investment management fees (direct) | $34,171 |
| Hardy Reed, Llc | Investment advisory (participants), Investment management fees (direct) | $25,778 |
| Waverly Advisors, Llc | Investment advisory (participants), Investment management fees (direct) | $20,738 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,728 |