Nelson Mullins Retirement Plan
Sponsored by Nelson Mullins Riley & Scarborough Llp · EIN 570215445 · Plan #002
- Total assets
- $679M
- Net assets
- $679M
- Active participants
- 1,831
- With balances
- 2,527
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 |
|---|---|---|
| Abacus Planning Group, Inc. CRD 107994 | deterministic · 100% | 2024 |
| Ccm Investment Advisers, Llc CRD 105743 | deterministic · 100% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 98% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Balentine Llc CRD 152511 | deterministic · 100% | 2024 |
| Buckhead Capital Management, Llc CRD 110707 | fuzzy_auto · 98% | 2024 |
| V. M. Manning & Co., Inc. CRD 2655 | fuzzy_auto · 95% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 99% | 2024 |
| Patton Albertson Miller Group, Llc CRD 281558 | deterministic · 100% | 2024 |
| Hb Wealth Management, Llc CRD 316731 | deterministic · 100% | 2024 |
| Prospective Value Partners Llc CRD 258786 | deterministic · 100% | 2024 |
| Mclean Asset Management Corporation CRD 108067 | fuzzy_auto · 95% | 2024 |
| Nicholson Wealth Management Group, Llc CRD 327001 | fuzzy_auto · 96% | 2024 |
| Cubic Pye Capital Management, Inc. CRD 130212 | fuzzy_auto · 96% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $199,861 |
| Abacus Planning Group Inc | Investment advisory (participants), Direct payment from the plan | $131,536 |
| Ccm Investment Advisers Llc | Direct payment from the plan, Investment advisory (participants) | $97,930 |
| Towers Watson Investment Srvcs Inc | Investment management, Direct payment from the plan | $83,233 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $71,230 |
| Balentine Llc | Investment management, Direct payment from the plan | $48,713 |
| Buckhead Capital Management Ll | Investment advisory (participants), Direct payment from the plan | $39,347 |
| V M Manning & Co Inc | Investment advisory (participants), Direct payment from the plan | $28,747 |
| Commonwealth Equity Services I | Investment advisory (participants), Direct payment from the plan | $24,219 |
| Patton Albertson Miller Group | Investment advisory (participants), Direct payment from the plan | $23,417 |
| Hb Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $22,925 |
| Prospective Value Partners Llc | Investment advisory (participants), Direct payment from the plan | $18,204 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $18,063 |
| Mclean Asset Management Corpor | Investment advisory (participants), Direct payment from the plan | $13,779 |
| Nicholson Wealth Management | Investment advisory (participants), Direct payment from the plan | $7,366 |
| Cubic Pye Capital Mgmt Inc | Investment advisory (participants), Direct payment from the plan | $6,529 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,064 |