Sheppard, Mullin, Richter & Hampton Llp Retirement And Savings Plan
Sponsored by Sheppard, Mullin, Richter & Hampton Llp · EIN 951463164 · Plan #002
- Total assets
- $912M
- Net assets
- $912M
- Active participants
- 1,816
- With balances
- 2,158
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Halbert Hargrove Global Advisors, Llc CRD 105515 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Gfg Capital, Llc CRD 128059 | deterministic · 100% | 2024 |
| Conquis Financial Llc CRD 319579 | deterministic · 100% | 2024 |
| Marin Bay Wealth Advisors, Llc CRD 289184 | deterministic · 100% | 2024 |
| Alphacore Capital Llc CRD 174346 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $156,894 |
| Fiducient Advisors | Consulting (general), Direct payment from the plan | $100,476 |
| Halbert Hargrove Global Advisors | Investment advisory (participants), Direct payment from the plan | $72,587 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $35,109 |
| Gerber Kawasaki & Investment Mgmt | Investment advisory (participants), Direct payment from the plan | $14,190 |
| Gfg Capital Llc | Investment advisory (participants), Direct payment from the plan | $14,188 |
| Lucas Horsfall Murphy & Pindroh Llp | Accounting, Direct payment from the plan | $10,750 |
| Conquis Financial Llc | Investment advisory (participants), Direct payment from the plan | $8,627 |
| Marin Bay Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $7,960 |
| Alphacore Capital Llc | Investment advisory (participants), Direct payment from the plan | $6,003 |
| At Investment Advisers Inc | Investment advisory (participants), Direct payment from the plan | $5,175 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $3,115 |