Squire Patton Boggs Retirement Savings Plan
Sponsored by Squire Patton Boggs (Us) Llp · EIN 340648199 · Plan #005
- Total assets
- $869M
- Net assets
- $869M
- Active participants
- 1,123
- With balances
- 1,682
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 |
|---|---|---|
| Park Edge Advisors, Llc CRD 317521 | deterministic · 100% | 2024 |
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Brown Advisory Management, Llc | Investment advisory (participants) | $51,274 |
| Park Edge Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $31,198 |
| Clearstead Advisors, Llc | Investment advisory (plan) | $30,000 |
| Brinker Capital Investments, Llc | Investment advisory (participants) | $18,498 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$254,203 |