Winkler, Inc. Employees' Profit Sharing Plan
Sponsored by Winkler, Inc. · EIN 351763301 · Plan #002
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 348
- With balances
- 273
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants) | $4,025 |
| Shepherd Financial Investment Advis | Other fees | $0 |