Williams & Connolly Llp Savings Plan And Trust
Sponsored by Williams & Connolly Llp · EIN 520851221 · Plan #003
- Total assets
- $162M
- Net assets
- $162M
- Active participants
- 651
- With balances
- 314
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 |
|---|---|---|
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Glassman Wealth Services, Llc CRD 151478 | deterministic · 100% | 2024 |
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
| Bridgewater Advisors Inc. CRD 109826 | deterministic · 100% | 2024 |
| Klingman And Associates, Llc CRD 125618 | deterministic · 100% | 2024 |
| Leeward Financial Partners, Llc CRD 288779 | deterministic · 100% | 2024 |
| Corbyn Investment Management Inc CRD 104716 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Chevy Chase Trust Company | Investment advisory (participants), Direct payment from the plan | $64,748 |
| Apexium Financial Lp | Investment advisory (participants), Direct payment from the plan | $48,504 |
| Glassman Wealth Services Llc | Investment advisory (participants), Direct payment from the plan | $41,133 |
| Brown Advisory Llc | Investment advisory (participants), Direct payment from the plan | $19,681 |
| Bridgewater Advisors Inc | Investment advisory (participants), Direct payment from the plan | $17,432 |
| Klingman And Associates Llc | Investment advisory (participants), Direct payment from the plan | $15,327 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $13,798 |
| Leeward Financial Partners Llc | Investment advisory (participants), Direct payment from the plan | $10,892 |
| Corbyn Investment Management Inc | Investment advisory (participants), Direct payment from the plan | $6,203 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $4,824 |