Susman Godfrey 401(k)/Retirement Savings Plan
Sponsored by Susman Godfrey L.L.P. · EIN 742138615 · Plan #002
- Total assets
- $230M
- Net assets
- $230M
- Active participants
- 365
- With balances
- 463
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 |
|---|---|---|
| Tortoise Investment Management, Llc CRD 128723 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tortoise Investment Management | Investment advisory (participants), Direct payment from the plan | $54,565 |
| Rnc Genter Capital Management | Investment advisory (participants), Direct payment from the plan | $34,953 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $4,573 |