AUMdb

Wsp Usa Retirement Savings Plan

Sponsored by Wsp Usa Buildings Inc. · EIN 131730785 · Plan #001

Total assets
$3.3B
Net assets
$3.3B
Active participants
16,143
With balances
21,638

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
Capfinancial Partners, Llc CRD 175112 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) $758,425
The Lampo Group, Inc. Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $243,410
Morningstar Investment advisory (participants), Direct payment from the plan $48,354
Holland & Knight Legal, Direct payment from the plan $47,822
Capfinancial Partners Llc Consulting (general), Investment advisory (plan), Direct payment from the plan $45,527
Frazier & Deeter Accounting, Direct payment from the plan $18,000
Qdro Consultants Consulting (general), Direct payment from the plan $5,800
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Other commissions $5,250