Starnes Davis Florie Llp 401(k) Profit Sharing Plan
Sponsored by Starnes Davis Florie Llp · EIN 630685284 · Plan #002
- Total assets
- $65.1M
- Net assets
- $65.1M
- Active participants
- 114
- With balances
- 126
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 |
|---|---|---|
| Meld Financial, Inc. CRD 118896 | deterministic · 100% | 2024 |
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Equity Investment Corporation CRD 283930 | deterministic · 100% | 2024 |
| Eversource Wealth Advisors, Llc CRD 286340 | deterministic · 100% | 2024 |
| Bhk Investment Advisors, Llc CRD 140515 | deterministic · 100% | 2024 |
| Dana Investment Advisors Inc CRD 105879 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meld Financial Inc | Investment advisory (participants), Direct payment from the plan | $48,413 |
| Waverly Advisors Llc | Investment advisory (participants), Direct payment from the plan | $32,353 |
| Capfinancial Partners Llc | Investment advisory (participants), Direct payment from the plan | $26,575 |
| Savant Capital Llc | Investment advisory (participants), Direct payment from the plan | $26,227 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $25,667 |
| Equity Investment Corporation | Investment advisory (participants), Direct payment from the plan | $25,246 |
| Eversource Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $23,606 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $15,589 |
| Bhk Investment Advisors Llc | Investment advisory (participants), Direct payment from the plan | $15,216 |
| Dana Investment Adv Inc | Investment advisory (participants), Direct payment from the plan | $8,160 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,304 |