Wyrick Robbins Yates & Ponton Llp 401(k) Profit Sharing Plan
Sponsored by Wyrick Robbins Yates & Ponton Llp · EIN 561400994 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 174
- With balances
- 220
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Sanctuary Wealth Advisors Llc CRD 285428 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $75,000 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $55,707 |
| Batchelor Tillery And Roberts Llp | Accounting, Direct payment from the plan | $11,440 |
| Sanctuary Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $7,480 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $195 |