Watson Clinic Llp 401(k) Profit Sharing Plan
Sponsored by Watson Clinic Llp · EIN 590704934 · Plan #001
- Total assets
- $328M
- Net assets
- $328M
- Active participants
- 2,092
- With balances
- 2,776
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 |
|---|---|---|
| Annis Gardner Whiting Capital Advisors Llc CRD 150570 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $293,445 |
| James M Luffman | Investment advisory (participants), Investment management fees (direct) | $133,425 |
| Agw Capital Advisors | Investment advisory (participants), Investment management fees (direct) | $76,470 |
| Fred Lopez/Allen & Co Of Florida | Investment advisory (participants), Investment management fees (direct) | $34,443 |
| Lindsey Shannon | Investment advisory (participants), Investment management fees (direct) | $28,660 |
| William Merriam | Investment advisory (participants), Investment management fees (direct) | $21,064 |
| Isaac Hartmann | Investment advisory (participants), Investment management fees (direct) | $17,595 |
| Charles Schwab | Investment advisory (participants), Investment management fees (direct) | $16,866 |
| Sterling J Searcy, Jr | Investment advisory (participants), Investment management fees (direct) | $12,840 |
| Td Ameritrade | Investment advisory (participants), Investment management fees (direct) | $7,584 |
| Jeffrey Larson | Investment advisory (participants), Investment management fees (direct) | $7,002 |
| Money Professionals | Investment advisory (participants), Investment management fees (direct) | $5,994 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |