Perkins&Will, Inc. Retirement Savings Plan
Sponsored by Perkins&Will, Inc. · EIN 362690384 · Plan #001
- Total assets
- $414M
- Net assets
- $414M
- Active participants
- 1,817
- With balances
- 2,995
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Dynamic Wealth Advisors CRD 169792 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Steelpeak Wealth, Llc CRD 165168 | 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 | $225,378 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $51,222 |
| Dynamic Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $15,976 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $13,014 |
| Private Ocean | Investment advisory (participants), Direct payment from the plan | $9,308 |
| Steelpeak Wealth Llc | Investment advisory (participants), Direct payment from the plan | $6,747 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,555 |