Holland And Knight Profit Sharing Plan & Trust
Sponsored by Holland & Knight Llp · EIN 590663819 · Plan #001
- Total assets
- $2.0B
- Net assets
- $2.0B
- Active participants
- 3,797
- With balances
- 4,825
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $298,950 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $70,218 |
| Brinker Capital Inv Llc | Consulting (general) | $66,038 |
| Capfinancial Partners, Llc | Consulting (general), Investment advisory (plan) | $65,000 |
| Sc&H Attest Services, P.C. | Accounting, Consulting (general) | $52,750 |
| October Three Consulting Llc | Consulting (general) | $25,917 |
| Mahoney And Assoc | Consulting (general) | $8,880 |
| Flaharty Asset Man | Consulting (general), Other fees | $8,278 |
| Chas P. Smith Assoc | Consulting (general) | $5,067 |