Vorys, Sater, Seymour And Pease Llp Retirement Plan
Sponsored by Vorys, Sater, Seymour And Pease Llp · EIN 314333125 · Plan #002
- Total assets
- $436M
- Net assets
- $436M
- Active participants
- 708
- With balances
- 1,069
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 |
|---|---|---|
| The Joseph Group Llc CRD 165311 | deterministic · 100% | 2024 |
| Hamilton Capital, Llc CRD 109116 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| G2 Capital Management, Llc CRD 286521 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Johnson Investment Counsel, Inc. CRD 117054 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
| Columbus Investment Advisory Inc. CRD 104595 | fuzzy_auto · 99% | 2024 |
| Pds Planning Inc CRD 106895 | deterministic · 100% | 2024 |
| Quadrant Capital Group Llc CRD 147253 | deterministic · 100% | 2024 |
| Runnymede Capital Advisors, Inc. CRD 128974 | deterministic · 100% | 2024 |
| Northwest Financial Services Inc CRD 106805 | fuzzy_auto · 99% | 2024 |
| Frazier Financial Advisors, Llc CRD 106649 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Joseph Group Llc | Investment advisory (participants), Direct payment from the plan | $160,481 |
| Hamilton Capital Llc | Investment advisory (participants), Direct payment from the plan | $93,785 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $92,572 |
| Schwab Retirement Plan Services, In | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $81,342 |
| Cook Street Consulting, Inc | Investment management, Direct payment from the plan | $41,772 |
| G2 Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $29,929 |
| Onedigital Investment Advisors | Investment advisory (participants), Direct payment from the plan | $27,687 |
| Johnson Investment Counsel Inc | Investment advisory (participants), Direct payment from the plan | $24,941 |
| Morgan Stanley Global | Investment management, Direct payment from the plan, Securities brokerage commissions | $20,895 |
| Morgan Stanley Capital Manage | Investment management, Direct payment from the plan | $20,886 |
| Columbus Investment Advisory I | Investment advisory (participants), Direct payment from the plan | $17,047 |
| Clark Schaefer Hackett And Co | Accounting, Direct payment from the plan | $15,000 |
| Pds Planning Inc | Investment advisory (participants), Direct payment from the plan | $13,960 |
| Quadrant Capital Group Llc | Investment advisory (participants), Direct payment from the plan | $10,737 |
| Runnymede Capital Advisors Inc | Investment advisory (participants), Direct payment from the plan | $6,563 |
| Northwest Financial Services I | Investment advisory (participants), Direct payment from the plan | $6,152 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $5,974 |
| Frazier Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,266 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $5,197 |