Ycs&T Retirement Plan
Sponsored by Young Conaway Stargatt & Taylor, Llp · EIN 510082644 · Plan #001
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 257
- With balances
- 334
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 |
|---|---|---|
| Affinity Wealth Management Llc CRD 290735 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Wbh Advisory, Inc. CRD 105289 | deterministic · 100% | 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 | $91,211 |
| Affinity Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $43,573 |
| Lpl Financial | Investment management, Direct payment from the plan | $18,517 |
| Wbh Advisory Inc | Investment advisory (participants), Direct payment from the plan | $10,841 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,295 |