Mayer Brown Llp Usa Savings Plan
Sponsored by Mayer Brown Llp · EIN 361447220 · Plan #004
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 2,078
- With balances
- 3,301
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 |
|---|---|---|
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
| Curi Capital, Llc CRD 134249 | fuzzy_auto · 95% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Douglas Lane & Associates, Llc CRD 282563 | fuzzy_auto · 97% | 2024 |
| Tanglewood Wealth Management, Inc. CRD 107639 | fuzzy_auto · 94% | 2024 |
| Flexible Plan Investments Ltd CRD 110762 | deterministic · 100% | 2024 |
| Howard Capital Management, Llc CRD 118070 | deterministic · 100% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Chicago Partners Investment Group Llc CRD 147662 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Curi Rmb Capital Llc | Investment advisory (participants), Direct payment from the plan | $247,962 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $68,972 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $35,691 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $28,118 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $25,328 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $22,409 |
| Douglas Lane & Associates Llc | Investment advisory (participants), Direct payment from the plan | $21,387 |
| Tanglewood Total Wealth | Investment advisory (participants), Direct payment from the plan | $17,303 |
| Flexible Plan Investments Ltd | Investment advisory (participants), Direct payment from the plan | $16,231 |
| Howard Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $15,471 |
| Fiducient Advisors Llc | Investment advisory (participants), Direct payment from the plan | $13,830 |
| Chicago Partners Investment Gr | Investment advisory (participants), Direct payment from the plan | $10,930 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $10,506 |
| Savant Capital Llc | Investment advisory (participants), Direct payment from the plan | $9,604 |