Sullivan & Worcester Llp Savings And Investment Plan For Associates
Sponsored by Sullivan & Worcester Llp · EIN 042387531 · Plan #027
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 64
- With balances
- 168
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $16,105 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $9,034 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Float revenue | $81 |