Snell & Wilmer Profit Sharing And Savings Plan
Sponsored by Snell & Wilmer L.L.P. · EIN 860089731 · Plan #001
- Total assets
- $588M
- Net assets
- $588M
- Active participants
- 1,073
- With balances
- 1,385
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $100,731 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $70,669 |