Knobbe Martens Olson & Bear, Llp 401(k) Retirement Savings Plan
Sponsored by Knobbe Martens Olson & Bear, Llp · EIN 953605138 · Plan #004
- Total assets
- $363M
- Net assets
- $363M
- Active participants
- 676
- With balances
- 941
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 |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
| Townsquare Capital, Llc CRD 288576 | deterministic · 100% | 2024 |
| Pure Financial Advisors, Llc CRD 144316 | deterministic · 100% | 2024 |
| Axxcess Wealth Management, Llc CRD 164081 | deterministic · 100% | 2024 |
| Equita Financial Network, Inc. CRD 277031 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 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 | $86,100 |
| Bfsg Llc | Investment management, Direct payment from the plan | $50,000 |
| Kravitz Inc | Investment management, Direct payment from the plan | $22,362 |
| Townsquare Capital Llc | Investment advisory (participants), Direct payment from the plan | $18,602 |
| Pure Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $18,077 |
| Axxcess Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $15,441 |
| Equita Financial Network Inc | Investment advisory (participants), Direct payment from the plan | $12,760 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $9,359 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $3,430 |