Woltz & Wind Ford, Inc. & Washington Ford, Inc. Retirement Savings Plan
Sponsored by Woltz & Wind Ford, Inc. · EIN 251353793 · Plan #002
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 142
- With balances
- 178
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 |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $15,392 |
| Merrill Lynch | Investment advisory (participants) | $14,807 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $5,319 |
| Dunbar, Bender & Zapf | Recordkeeping | $2,940 |
| Stadion Money Management | Investment advisory (participants) | $391 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $102 |