Cipriani & Werner, P.C. 401(k) Plan
Sponsored by Cipriani & Werner, P.C. · EIN 251779527 · Plan #001
- Total assets
- $49.9M
- Net assets
- $49.7M
- Active participants
- 374
- With balances
- 314
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial | Claims processing, Recordkeeping, Custodial (other) | $117,705 |
| First National Trust Company | Investment advisory (plan), Consulting fees | $60,181 |
| Charles Schwab Bank | Custodial (securities), Shareholder servicing fees | $13,517 |
| Wilmington Trust National Assoc | Investment advisory (plan), Consulting fees | $8,181 |