AUMdb

Hunton Andrews Kurth Llp Retirement Savings Plan

Sponsored by Hunton Andrews Kurth Llp · EIN 540572269 · Plan #003

Total assets
$1.3B
Net assets
$1.3B
Active participants
1,467
With balances
2,477

Plan year beginning 04/01/2024 · 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
Financial Avengers, Inc. CRD 119636 fuzzy_auto · 94% 2024
Aon Investments Usa Inc. CRD 105596 deterministic · 100% 2024
Financial Engines Advisors L.L.C. CRD 104510 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $140,898
Financial Engines Investment advisory (plan) $114,912
Aon Investments Usa Inc Investment advisory (plan) $95,000
Edelman Financial Engines, Llc Investment advisory (participants) $17,700
Keiter Accounting $17,600
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$317,199