Wsgr 401(k) And Profit Sharing Plan
Sponsored by Wilson Sonsini Goodrich & Rosati, Pc · EIN 942451946 · Plan #002
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 1,984
- With balances
- 3,059
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Aspiriant, Llc CRD 146720 | deterministic · 100% | 2024 |
| Cresset Asset Management, Llc CRD 288566 | deterministic · 100% | 2024 |
| Herrington Wealth Management Corporation CRD 305202 | fuzzy_auto · 97% | 2024 |
| Destination Wealth Management CRD 110365 | deterministic · 100% | 2024 |
| C2 Capital Llc CRD 324440 | fuzzy_auto · 93% | 2024 |
| Lyell Wealth Management Lp CRD 283521 | deterministic · 100% | 2024 |
| Allworth Financial, L.P. CRD 111167 | fuzzy_auto · 96% | 2024 |
| Steelpeak Wealth, Llc CRD 165168 | deterministic · 100% | 2024 |
| Karel Capital Inc CRD 105607 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Blackrock Investment Management, Llc CRD 108928 | deterministic · 100% | 2024 |
| Nelson Capital Management, Llc CRD 129776 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $118,431 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $93,385 |
| Aspiriant Llc | Investment advisory (participants), Direct payment from the plan | $48,138 |
| Solaris Advisors | Investment advisory (participants), Direct payment from the plan | $41,134 |
| Bny Mellon National Assoc | Investment advisory (participants), Direct payment from the plan | $40,750 |
| Cresset Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $30,016 |
| Buckingham Strategic Wealth Llc | Investment advisory (participants), Direct payment from the plan | $26,092 |
| Hemington Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $24,919 |
| Destination Wealth Management | Investment advisory (participants), Direct payment from the plan | $20,160 |
| Callan Capital Llc | Investment advisory (participants), Direct payment from the plan | $19,958 |
| Lyell Wealth Management Lp | Investment advisory (participants), Direct payment from the plan | $15,005 |
| Allworth Financial Lp | Investment advisory (participants), Direct payment from the plan | $10,820 |
| Steelpeak Wealth Llc | Investment advisory (participants), Direct payment from the plan | $10,409 |
| Morningstar | Investment advisory (participants), Direct payment from the plan | $9,980 |
| Karel Capital Inc | Investment advisory (participants), Direct payment from the plan | $9,178 |
| Ingalls & Snyder Llc | Investment advisory (participants), Direct payment from the plan | $8,990 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $8,691 |
| Blackrock Investment Management | Investment advisory (participants), Direct payment from the plan | $7,715 |
| Nelson Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $6,861 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $6,633 |
| Private Ocean | Investment advisory (participants), Direct payment from the plan | $6,557 |