AUMdb

Shearman & Sterling Llp Retirement Savings Plan

Sponsored by Allen Overy Shearman Sterling Us Llp · EIN 135514352 · Plan #003

Total assets
$542M
Net assets
$542M
Active participants
708
With balances
2,203

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $119,035
Fiducient Advisors Consulting (general), Direct payment from the plan $74,346
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Other commissions $100