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Companies

companyWhiteford, Taylor & Preston, L.L.P.
$338.6Mreported plan assets
EIN: 52-0619214Location: MDPlans: 4Participants: 943Latest: 2023
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Plans

planWhiteford, Taylor & Preston Money Purchase Pension Plan And TrustFinancial statementProvider compensation2023 filing
$119.1Mreported assets (EOY)
Sponsor: Whiteford, Taylor & Preston, L.L.P.EIN: 52-0619214Plan: 002Participants: 356Assets: $119,137,244Net assets: $119.1MAssets / participant: $334.7KLocation: Baltimore, MDLatest: 2023
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planWhiteford, Taylor & Preston Llp Master TrustFinancial statementProvider compensation2023 filing
$114Mreported assets (EOY)
Sponsor: Whiteford, Taylor & Preston, L.L.P.EIN: 52-0619214Plan: 100Participants: not reported in the loaded datasetAssets: $114,026,719Net assets: $114MLocation: Baltimore, MDLatest: 2023
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planWhiteford, Taylor & Preston Llp Partners & Staff 401(K) Savings PlanFinancial statementProvider compensation2023 filing
$105.4Mreported assets (EOY)
Sponsor: Whiteford, Taylor & Preston, L.L.P.EIN: 52-0619214Plan: 003Participants: 353Assets: $105,416,565Net assets: $105.4MAssets / participant: $298.6KLocation: Baltimore, MDLatest: 2023
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planWhiteford, Taylor & Preston, L.L.P. Employee Benefit Plan2023 filing
Sponsor: Whiteford, Taylor & Preston, L.L.P.EIN: 52-0619214Plan: 501Participants: 234Assets: not reported in the loaded datasetLocation: Baltimore, MDLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Whiteford, Taylor & Preston Money Purchase Pension Plan And Trust
Sponsor: Whiteford, Taylor & Preston, L.L.P.EIN: 52-0619214Plan: 002Ack ID: 20241007160547NAL0026644704001
filing2023 Form 5500 — Whiteford, Taylor & Preston Llp Partners & Staff 401(K) Savings Plan
Sponsor: Whiteford, Taylor & Preston, L.L.P.EIN: 52-0619214Plan: 003Ack ID: 20241008111630NAL0009581459001
filing2023 Form 5500 — Whiteford, Taylor & Preston Llp Master Trust
Sponsor: Whiteford, Taylor & Preston, L.L.P.EIN: 52-0619214Plan: 100Ack ID: 20241008114414NAL0028472816001
filing2023 Form 5500 — Whiteford, Taylor & Preston, L.L.P. Employee Benefit Plan
Sponsor: Whiteford, Taylor & Preston, L.L.P.EIN: 52-0619214Plan: 501Ack ID: 20240724135139NAL0007491251001