Sullivan & Worcester Llp Savings And Investment Plan
Sponsored by Sullivan & Worcester Llp · EIN 042387531 · Plan #002
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 197
- With balances
- 277
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 |
|---|---|---|
| Welch & Forbes Llc CRD 115119 | fuzzy_auto · 96% | 2024 |
| Birch Hill Investment Advisors Llc CRD 143750 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $47,173 |
| Welch & Forbes Llc | Investment advisory (participants), Direct payment from the plan | $30,552 |
| Birch Hill Investment Advisors | Investment advisory (participants), Direct payment from the plan | $10,157 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $208 |