Woolrich, Inc. Pension Plan
Sponsored by Woolrich, Inc. · EIN 240765400 · Plan #002
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 3
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Buck Global Llc | Actuarial, Direct payment from the plan | $140,962 |
| Fidelity Inst Asset Mgmt Trust Co | Investment advisory (plan), Investment management, Direct payment from the plan | $140,000 |
| Matrix Trust Company | Trustee (institutional), Direct payment from the plan | $41,030 |
| Maher Duessell | Recordkeeping, Direct payment from the plan | $10,500 |