AUMdb

Mcguirewoods Llp Retirement Savings Plan

Sponsored by Mcguirewoods Llp · EIN 540505857 · Plan #003

Total assets
$1.2B
Net assets
$1.2B
Active participants
1,898
With balances
3,180

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
Financial Engines Advisors L.L.C. CRD 104510 deterministic · 100% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edelman Financial Engines Investment advisory (participants) $170,546
T Rowe Price Rps Inc Securities brokerage, Other commissions, Securities brokerage commissions $158,294
Capfinancial Partners Llc Investment advisory (plan) $50,000
Forvis Mazars Llp Accounting $24,390