Wrp Conglomerate Retirement Savings Plan
Sponsored by Standard Retirement Services, Inc. · EIN 251838406 · Plan #100
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 3,078
- With balances
- 3,327
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 |
|---|---|---|
| Wheeler Retirement Plans Llc CRD 327889 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $450,539 |
| Wheeler Retirement Plans | Investment advisory (plan), Consulting fees | $248,765 |
| Ascensus | Investment advisory (plan), Consulting fees | $1,330 |