Whiteford, Taylor & Preston Llp Partners & Staff 401(k) Savings Plan
Sponsored by Whiteford, Taylor & Preston, L.L.P. · EIN 520619214 · Plan #003
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 264
- With balances
- 280
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 |
|---|---|---|
| Curio Wealth, Llc CRD 328178 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Curio Wealth | Investment advisory (participants), Direct payment from the plan | $14,539 |
| Castle Rock Private Wealth | Investment advisory (participants), Direct payment from the plan | $5,849 |
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $4,333 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |