AUMdb

Pillsbury Winthrop Shaw Pittman Llp Retirement Savings Plan No. 1

Sponsored by Pillsbury Winthrop Shaw Pittman Llp · EIN 941311126 · Plan #001

Total assets
$1.2B
Net assets
$1.2B
Active participants
1,164
With balances
2,275

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
Violich Capital Management CRD 111410 deterministic · 100% 2024
Pittenger & Anderson Inc CRD 111033 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Violich Capital Management Investment advisory (participants), Investment management fees (direct) $22,201
Oneamerica Retirement Services Llc Recordkeeping, Direct payment from the plan, Participant loan processing $20,300
Pittenger Anderson, Inc. Investment advisory (participants), Investment management fees (direct) $5,632
Matrix Trust Co. Custodial (other), Float revenue, Custodial (securities) $0