Winter Sports, Inc. Retirement Plan & Trust
Sponsored by Winter Sports, Inc. · EIN 810221770 · Plan #001 · Whitefish, MT
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 159
- With balances
- 94
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 |
|---|---|---|
| Stokes Family Office Llc CRD 300899 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stokes Family Office Llc | Investment advisory (plan) | $17,747 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $13,075 |