Wiley & Wilson, Inc. Employee Stock Ownership And Savings Plan
Sponsored by Wiley & Wilson, Inc. · EIN 540922889 · Plan #001
- Total assets
- $94.4M
- Net assets
- $90.4M
- Active participants
- 186
- With balances
- 322
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 |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping | $78,677 |
| Global Retirement Partners Llc | Investment advisory (plan) | $60,080 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |