Wittenbach Business Systems, Llc 401(k) Retirement Plan
Sponsored by Wittenbach Business Systems, Llc · EIN 521137041 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 333
- With balances
- 398
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 |
|---|---|---|
| Newsquare Capital, Llc CRD 152430 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $96,560 |
| Newsquare Capital, Llc | Investment advisory (plan), Other fees | $0 |
| Wittenbach Business Systems Llc | Other services, Other fees | $0 |