Taft Stettinius & Hollister Llp Thrift Savings & Retirement Plan
Sponsored by Taft Stettinius & Hollister Llp · EIN 310541755 · Plan #004
- Total assets
- $849M
- Net assets
- $849M
- Active participants
- 1,468
- With balances
- 1,807
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 |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Woodley Farra Manion Portfolio Management Inc CRD 107660 | fuzzy_auto · 95% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Curry Webb Wealth Management Llc CRD 168692 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
| Truepoint, Inc. CRD 105664 | fuzzy_auto · 97% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Howard Capital Management, Llc CRD 118070 | deterministic · 100% | 2024 |
| Bahl & Gaynor Llc CRD 106139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $62,760 |
| Merrill Lynch Pierce Fenner Smith | Investment management fees (direct), Sub-transfer agency fees, Securities brokerage commissions | $62,028 |
| Mariner Llc | Investment advisory (participants), Securities brokerage | $38,035 |
| At Investment Advisors | Investment advisory (participants), Securities brokerage | $26,875 |
| Woodley Farra Manion Portfolio | Investment advisory (participants), Securities brokerage | $20,909 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants), Securities brokerage, Other investment fees and expenses | $20,306 |
| Curry Webb Wealth Management | Investment advisory (participants), Securities brokerage | $17,901 |
| Corient Private Wealth Llc | Investment advisory (participants), Securities brokerage | $10,780 |
| Mcf Advisors Llc | Investment advisory (participants), Securities brokerage | $9,083 |
| Northwestern Mutual | Investment advisory (participants), Securities brokerage | $8,748 |
| Mai Capital Management Llc | Investment advisory (participants), Securities brokerage | $8,438 |
| Capital Mgmt Services Inc. | Investment advisory (participants), Securities brokerage | $7,673 |
| Trupoint Inc. | Investment advisory (participants), Securities brokerage | $7,048 |
| Ubs Financial Services Inc. | Investment advisory (participants), Non-monetary compensation | $5,713 |
| Howard Capital Management | Investment advisory (participants), Securities brokerage | $5,567 |
| Buckingham Strategic Wealth Llc | Investment advisory (participants), Securities brokerage | $5,283 |
| Bahl & Gaynor Inc | Investment advisory (participants), Securities brokerage | $5,072 |
| Charles Schwab & Co. Inc. | Securities brokerage, Other investment fees and expenses | $2,240 |