Lathrop Gpm Llp 401(k) Plan
Sponsored by Lathrop Gpm Llp · EIN 430948710 · Plan #003
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 193
- With balances
- 257
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
| Capital Management Associates Inc CRD 105010 | deterministic · 100% | 2024 |
| Flexible Plan Investments Ltd CRD 110762 | deterministic · 100% | 2024 |
| Howard Capital Management, Llc CRD 118070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $25,120 |
| Cap Financial Partners Llc | Investment management, Direct payment from the plan | $23,040 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $15,142 |
| Capital Management Associates | Investment advisory (participants), Direct payment from the plan | $11,359 |
| Flexible Plan Investments Ltd | Investment advisory (participants), Direct payment from the plan | $7,845 |
| Howard Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $6,892 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $593 |