Eversheds Sutherland (Us) Llp Retirement Plan B
Sponsored by Eversheds Sutherland (Us) Llp · EIN 580619407 · Plan #005
- Total assets
- $70.2M
- Net assets
- $70.2M
- Active participants
- 321
- With balances
- 448
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
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 | $9,068 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $4,320 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $2,540 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $0 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |