Arnold & Porter Profit Sharing And 401(k) Plan And Trust
Sponsored by Arnold & Porter Kaye Scholer Llp · EIN 530208605 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 1,788
- With balances
- 2,984
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 |
|---|---|---|
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Frontier Asset Management, Llc CRD 109910 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Invictus Private Wealth, Llc CRD 317727 | deterministic · 100% | 2024 |
| Aspiriant, Llc CRD 146720 | deterministic · 100% | 2024 |
| Truepoint, Inc. CRD 105664 | deterministic · 100% | 2024 |
| Cranbrook Wealth Management, Llc CRD 132058 | deterministic · 100% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 97% | 2024 |
| Mclean Asset Management Corporation CRD 108067 | fuzzy_auto · 95% | 2024 |
| Osaic Advisory Services, Llc CRD 171070 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Sax Wealth Advisors, Llc CRD 119193 | deterministic · 100% | 2024 |
| Sage, Rutty & Co., Inc. CRD 3254 | fuzzy_auto · 95% | 2024 |
| Capital Financial Group, Inc. CRD 111709 | fuzzy_auto · 95% | 2024 |
| Evermay Wealth Management, Llc CRD 149230 | deterministic · 100% | 2024 |
| Herrington Wealth Management Corporation CRD 305202 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $108,445 |
| Chevy Chase Trust Company | Investment advisory (participants), Direct payment from the plan | $87,840 |
| Frontier Asset Management | Investment advisory (participants), Direct payment from the plan | $50,892 |
| Robert W Baird & Co | Investment advisory (participants), Direct payment from the plan | $43,520 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $30,147 |
| Miracle Mile Advisors Llc | Investment advisory (participants), Direct payment from the plan | $26,259 |
| Invictus Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $24,502 |
| Aspiriant Llc | Investment advisory (participants), Direct payment from the plan | $23,811 |
| Truepoint Inc | Investment advisory (participants), Direct payment from the plan | $23,513 |
| Cranbrook Wealth Management | Investment advisory (participants), Direct payment from the plan | $22,549 |
| Manning & Napier Advisors Llc | Investment advisory (participants), Direct payment from the plan | $21,433 |
| Mclean Asset Management Corpor | Investment advisory (participants), Direct payment from the plan | $20,048 |
| Manning & Napier Group Llc | Investment advisory (participants), Direct payment from the plan | $18,218 |
| Osaic Advisory Services Llc | Investment advisory (participants), Direct payment from the plan | $16,220 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $15,630 |
| Sax Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $13,515 |
| Sage Rutty & Co Inc | Investment advisory (participants), Direct payment from the plan | $11,972 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $10,765 |
| Caplan Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $7,531 |
| Evermay Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $6,971 |
| Hemington Wealth Management Ll | Investment advisory (participants), Direct payment from the plan | $6,859 |