Adams And Reese Llp 401(k) Profit Sharing Plan And Trust
Sponsored by Adams And Reese Llp · EIN 720424362 · Plan #001
- Total assets
- $262M
- Net assets
- $262M
- Active participants
- 384
- With balances
- 575
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 |
|---|---|---|
| Newedge Advisors, Llc CRD 171351 | deterministic · 100% | 2024 |
| Stokes Family Office Llc CRD 300899 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Waddell & Associates, Llc CRD 283723 | fuzzy_auto · 97% | 2024 |
| Leavell Investment Management, Inc. CRD 107890 | deterministic · 100% | 2024 |
| Red Door Wealth Management, Llc CRD 153235 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $58,288 |
| Newedge Advisors Llc | Investment advisory (participants), Direct payment from the plan | $23,454 |
| Stokes Family Office Llc | Investment advisory (participants), Direct payment from the plan | $21,612 |
| Capfinancial Partners Llc | Investment advisory (participants), Direct payment from the plan | $21,043 |
| Waddell & Associates | Investment advisory (participants), Direct payment from the plan | $13,498 |
| Leavell Investment Management | Investment advisory (participants), Direct payment from the plan | $12,926 |
| Red Door Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $10,548 |
| Diversified Trust Company Inc | Investment advisory (participants), Direct payment from the plan | $10,502 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,271 |