AUMdb

Withers Bergman Llp Section 401(k) Profit Sharing Plan

Sponsored by Withers Bergman Llp · EIN 061638121 · Plan #004

Total assets
$101M
Net assets
$101M
Active participants
259
With balances
397

Plan year beginning 07/01/2024 · 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
Captrust Consulting (pension) $59,845
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $22,284