John L. Scott, Inc. 401(k) Salary Savings Plan
Sponsored by John L. Scott, Inc. · EIN 910690535 · Plan #001
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 164
- With balances
- 237
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $25,000 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $9,714 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $8,807 |
| Sweeney Conrad Ps | Accounting, Direct payment from the plan | $6,900 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $169 |