Witt/Kieffer Inc. Savings & Profit Sharing Plan & Trust
Sponsored by Witt/Kieffer Inc. · EIN 362919320 · Plan #004
- Total assets
- $96.8M
- Net assets
- $96.8M
- Active participants
- 288
- With balances
- 428
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $90,056 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $12,500 |