Shook, Hardy & Bacon 401(k) Profit Sharing Plan
Sponsored by Shook, Hardy & Bacon L.L.P. · EIN 440585497 · Plan #001
- Total assets
- $651M
- Net assets
- $651M
- Active participants
- 1,204
- With balances
- 1,806
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Tfb Advisors, Llc CRD 321870 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $148,202 |
| Capital Mgmt Services Inc | Securities brokerage, Securities brokerage commissions | $63,303 |
| Yukon Wealth Management Inc | Securities brokerage, Securities brokerage commissions | $53,941 |
| Tfb Advisors Llc | Investment management, Securities brokerage commissions | $29,604 |
| Country Club Bank | Investment management, Securities brokerage commissions | $19,085 |
| Creativeone Securities Llc | Securities brokerage, Securities brokerage commissions | $14,142 |
| Canvas Wealth Advisors Llc | Securities brokerage, Securities brokerage commissions | $11,976 |
| Larson Financial Group Llc | Securities brokerage, Securities brokerage commissions | $9,165 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $720 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |