AUMdb

Witron Integrated Logistics, Inc. 401(k) Plan

Sponsored by Witron Integrated Logistics, Inc. · EIN 770393714 · Plan #001

Total assets
$24.2M
Net assets
$24.2M
Active participants
1,070
With balances
547

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions, Recordkeeping, Participant loan processing, Investment management fees (indirect) $65,359
Global Retirement Partners Llc Consulting (general), Investment advisory (plan), Insurance brokerage commissions $34,000