Ropes & Gray Llp Retirement Savings Plan
Sponsored by Ropes & Gray Llp · EIN 042233412 · Plan #007
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 2,706
- With balances
- 4,297
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $294,849 |
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $160,151 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $99,560 |
| Fiducient Advisors Llc | Investment advisory (plan) | $97,282 |
| Ouellette Wealth Advisory Llc | Other fees | $13,003 |
| Corient Private Wealth Llc | Other fees | $6,006 |