Dentons Us Llp Profit Sharing Plan
Sponsored by Dentons Us Llp · EIN 361796730 · Plan #001
- Total assets
- $999M
- Net assets
- $999M
- Active participants
- 1,434
- With balances
- 2,561
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 |
|---|---|---|
| Curi Capital, Llc CRD 134249 | fuzzy_auto · 95% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | fuzzy_auto · 97% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Atlantic Private Wealth, Llc CRD 311517 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Horizon Capital Management, Llc CRD 132113 | deterministic · 100% | 2024 |
| Edgemoor Investment Advisors, Inc. CRD 109104 | fuzzy_auto · 99% | 2024 |
| Moneta Group Investment Advisors, Llc CRD 104727 | fuzzy_auto · 99% | 2024 |
| One Capital Management, Llc CRD 114861 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Curi Rmb Capital Llc | Investment advisory (participants), Direct payment from the plan | $244,600 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $130,040 |
| William Blair Investment Mgmt | Investment advisory (participants), Direct payment from the plan | $113,419 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $106,250 |
| Atlantic Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $43,731 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $43,018 |
| At Investment Advisers Inc | Investment advisory (participants), Direct payment from the plan | $30,328 |
| Wilmington Trust Fsb | Investment advisory (participants), Direct payment from the plan | $23,785 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $21,374 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $21,000 |
| Kovitz Investment Group Partne | Investment advisory (participants), Direct payment from the plan | $15,938 |
| Horizon Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $13,298 |
| Edgemoor Investment Advisors I | Investment advisory (participants), Direct payment from the plan | $13,005 |
| Moneta Group Investment Adviso | Investment advisory (participants), Direct payment from the plan | $12,768 |
| One Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $12,086 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $11,344 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $8,682 |
| Jp Morgan Private Wealth Advis | Investment advisory (participants), Direct payment from the plan | $8,380 |