Dewitt Llp Savings Plan & Trust
Sponsored by Dewitt Llp · EIN 391804522 · Plan #001
- Total assets
- $145M
- Net assets
- $145M
- Active participants
- 227
- With balances
- 328
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Francis Investment Counsel, Llc | Investment advisory (plan), Other investment fees and expenses | $95,449 |
| Milliman, Inc. | Recordkeeping, Copying and duplicating, Participant loan processing | $65,733 |
| Charles Schwab Trust Bank | Investment advisory (plan), Investment management, Securities brokerage | $32,450 |
| Berstein | Investment advisory (plan), Direct payment from the plan, Securities brokerage commissions | $30,773 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $19,200 |
| Dain Rauscher | Investment advisory (plan), Direct payment from the plan, Securities brokerage commissions | $15,148 |
| Wipfli | Investment advisory (plan), Direct payment from the plan, Securities brokerage commissions | $14,750 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan, Securities brokerage commissions | $13,283 |
| Pershing | Investment advisory (plan), Direct payment from the plan, Securities brokerage commissions | $8,345 |