Musick, Peeler & Garrett Llp Employee Asset Accumulation Program
Sponsored by Musick, Peeler & Garrett Llp · EIN 951777575 · Plan #005
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 163
- With balances
- 238
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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Tate Wealth Management CRD 120938 | fuzzy_auto · 94% | 2024 |
| Mason & Associates, Inc. CRD 141303 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $53,895 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $12,666 |
| Tate Asset Management | Investment advisory (participants), Direct payment from the plan | $10,640 |
| Mason & Associates Inc | Investment advisory (participants), Direct payment from the plan | $6,041 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $5,430 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,305 |