Mw&E Savings And Retirement Plan
Sponsored by Mcdermott Will & Emery Llp · EIN 361453176 · Plan #005
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 1,979
- With balances
- 3,125
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 |
|---|---|---|
| Lmcg Investments, Llc CRD 149936 | fuzzy_auto · 93% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Moller Wealth Partners, Inc. CRD 110493 | deterministic · 100% | 2024 |
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
| Westmount Partners, Llc CRD 158857 | deterministic · 100% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 95% | 2024 |
| Forum Financial Management, Lp CRD 145706 | deterministic · 100% | 2024 |
| Synergy Financial Group, Ltd CRD 309961 | deterministic · 100% | 2024 |
| Nadler Financial Group, Inc. CRD 122617 | deterministic · 100% | 2024 |
| Spinnaker Investment Group, Llc CRD 283414 | deterministic · 100% | 2024 |
| Lha Capital Partners Llc CRD 290980 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $229,526 |
| Lmcg Inventment Llc | Investment advisory (participants), Direct payment from the plan | $111,459 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $29,080 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $22,738 |
| Moller Wealth Partners Inc | Investment advisory (participants), Direct payment from the plan | $19,476 |
| Beacon Pointe Advisors Llc | Investment advisory (participants), Direct payment from the plan | $18,526 |
| Westmount Partners Llc | Investment advisory (participants), Direct payment from the plan | $17,923 |
| At Investment Advisers Inc | Investment advisory (participants), Direct payment from the plan | $17,197 |
| Mesirow Financial Investment M | Investment advisory (participants), Direct payment from the plan | $14,673 |
| Forum Financial Management Lp | Investment advisory (participants), Direct payment from the plan | $12,758 |
| Synergy Financial Group Ltd | Investment advisory (participants), Direct payment from the plan | $12,249 |
| Nadler Financial Group Inc | Investment advisory (participants), Direct payment from the plan | $10,221 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $9,302 |
| Spinnaker Investment Group Llc | Investment advisory (participants), Direct payment from the plan | $9,120 |
| Lha Capital Partners Llc | Investment advisory (participants), Direct payment from the plan | $9,053 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $8,375 |