Withumsmith+Brown 401(k) Employee Savings Plan
Sponsored by Withumsmith+Brown Pc · EIN 222027092 · Plan #001
- Total assets
- $326M
- Net assets
- $326M
- Active participants
- 1,995
- With balances
- 2,304
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 |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pinnacle | Consulting (general) | $339,806 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $131,723 |
| Newport Capital Group | Investment advisory (plan) | $78,783 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $32,527 |