Frost Brown Todd Llp Retirement Savings Plan For Associated Lawyers
Sponsored by Frost Brown Todd Llp · EIN 610722001 · Plan #005
- Total assets
- $179M
- Net assets
- $179M
- Active participants
- 436
- With balances
- 456
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 |
|---|---|---|
| Bartlett & Co. Wealth Management Llc CRD 292246 | fuzzy_auto · 98% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Fort Washington Investment Advisors Inc CRD 107126 | fuzzy_auto · 97% | 2024 |
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
| Opus Capital Group, Llc CRD 106528 | deterministic · 100% | 2024 |
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $26,184 |
| Bartlett & Co Wealth Management | Investment advisory (participants), Direct payment from the plan | $23,644 |
| Harding Shymanski And Company P.S.C | Accounting, Direct payment from the plan | $22,300 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $18,185 |
| Fort Washington Investment Adv | Investment advisory (participants), Direct payment from the plan | $11,800 |
| Mj Retirement | Consulting (general), Investment advisory (participants), Direct payment from the plan | $8,723 |
| Procourse Fiduciary Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $8,387 |
| Opus Capital Group Llc | Investment advisory (participants), Direct payment from the plan | $7,231 |
| Savant Capital Llc | Investment advisory (participants), Direct payment from the plan | $7,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $500 |