Hanson Bridgett Llp Profit Sharing Plan
Sponsored by Hanson Bridgett Llp · EIN 941205338 · Plan #001
- Total assets
- $178M
- Net assets
- $178M
- Active participants
- 252
- With balances
- 354
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 |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Llc | Investment management, Direct payment from the plan | $136,891 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $34,473 |
| Perigonn Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $18,250 |
| Waypoint Wealth Partners Inc | Investment advisory (participants), Direct payment from the plan | $17,529 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $6,137 |
| Charles Schwab & Co.,Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $585 |