Rndc Hourly Warehousemen & Drivers Pension Plan
Sponsored by National Wine & Spirits, Inc. · EIN 352064429 · Plan #003
- Total assets
- $33.9M
- Net assets
- $33.9M
- Active participants
- 274
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Usi Consulting Group | Actuarial, Direct payment from the plan | $37,688 |
| Axia Advisory Corporatoin | Investment advisory (plan), Direct payment from the plan | $29,809 |
| Charles Schwab Bank | Trustee (institutional), Trustee (directed), Direct payment from the plan | $19,802 |
| Katz, Sapper & Miller | Accounting | $17,500 |