Chamberlain, Hrdlicka, White, Williams & Aughtry Profit Sharing And 401(k)plan
Sponsored by Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C. · EIN 823774540 · Plan #002
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 347
- With balances
- 358
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 |
|---|---|---|
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Wiseowl Capital, Llc CRD 166920 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $35,314 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $22,929 |
| Wiseowl Capital Llc | Investment advisory (participants), Direct payment from the plan | $12,524 |
| Diversified Trust Company Inc | Investment advisory (participants), Direct payment from the plan | $11,213 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,358 |