AUMdb

Covington & Burling Retirement Savings Plan

Sponsored by Covington & Burling Llp · EIN 530188411 · Plan #001

Total assets
$1.7B
Net assets
$1.7B
Active participants
2,086
With balances
3,323

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
Financial Avengers, Inc. CRD 119636 fuzzy_auto · 94% 2024
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Financial Engines Inc Investment management, Direct payment from the plan $362,669
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $163,425
Morgan Stanley Smith Barney Investment management, Direct payment from the plan $61,449
Baker Tilly Us Llp Accounting, Legal, Direct payment from the plan $24,938