Saul Ewing Retirement Plan
Sponsored by Saul Ewing Llp · EIN 231416352 · Plan #003
- Total assets
- $489M
- Net assets
- $489M
- Active participants
- 869
- With balances
- 1,193
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| First Foundation Advisors CRD 106075 | deterministic · 100% | 2024 |
| Apricus Wealth Llc CRD 306239 | deterministic · 100% | 2024 |
| Westmount Partners, Llc CRD 158857 | deterministic · 100% | 2024 |
| Mycio Wealth Partners, Llc CRD 134436 | deterministic · 100% | 2024 |
| Verdence Capital Advisors, Llc CRD 288512 | deterministic · 100% | 2024 |
| Aurdan Capital Management, Llc CRD 330304 | deterministic · 100% | 2024 |
| Schiavi & Company Llc CRD 104804 | fuzzy_auto · 94% | 2024 |
| Mcadam Llc CRD 170914 | deterministic · 100% | 2024 |
| Clear Capital Management Lp CRD 172209 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $125,916 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $62,905 |
| First Foundation Advisors | Investment advisory (participants), Direct payment from the plan | $52,234 |
| Apricus Wealth Llc | Investment advisory (participants), Direct payment from the plan | $33,387 |
| Westmount Partners Llc | Investment advisory (participants), Direct payment from the plan | $21,864 |
| Eisneramper Llp | Accounting, Direct payment from the plan | $19,760 |
| Mycio Wealth Partners Llc | Investment advisory (participants), Direct payment from the plan | $18,734 |
| Verdence Capital Advisors Llc | Investment advisory (participants), Direct payment from the plan | $16,232 |
| Aurdan Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $13,199 |
| Coho Partners Ltd | Investment advisory (participants), Direct payment from the plan | $12,268 |
| Schiavi & Company Llc | Investment advisory (participants), Direct payment from the plan | $11,369 |
| Eisneramper Llp | Accounting, Direct payment from the plan | $10,920 |
| Mcadam Llc | Investment advisory (participants), Direct payment from the plan | $10,558 |
| Apexium Financial Lp | Investment advisory (participants), Direct payment from the plan | $8,710 |
| Clear Capital Management Lp | Investment advisory (participants), Direct payment from the plan | $5,645 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,699 |