Wrist North America Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Wrist North America Inc. · EIN 460524360 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 336
- With balances
- 194
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment advisory (plan) | $31,315 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $14,106 |
| Nfp Retirement Inc. | Contract administrator | $5,881 |
| Lpl Financial | Investment advisory (plan) | $5,868 |
| Economic Group Pension Services,Inc | Contract administrator | $3,499 |