Eversheds Sutherland (Us) Llp Retirement Plan A
Sponsored by Eversheds Sutherland (Us) Llp · EIN 580619407 · Plan #001
- Total assets
- $438M
- Net assets
- $438M
- Active participants
- 694
- With balances
- 1,169
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Bip Wealth, Llc CRD 143208 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Signaturefd, Llc CRD 112758 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $59,110 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $28,180 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $15,726 |
| Bip Wealth Llc | Investment advisory (participants), Direct payment from the plan | $14,933 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $8,896 |
| Signaturefd Llc | Investment advisory (participants), Direct payment from the plan | $6,625 |
| Morgan Stanley Smith Barney Llc | Investment management, Securities brokerage, Other services | $3,162 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $595 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |