Wsrp Advisory, Llc 401(k) Profit Sharing Plan
Sponsored by Wsrp Advisory, Llc · EIN 990841184 · Plan #001
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 156
- With balances
- 193
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment advisory (plan) | $24,992 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,240 |
| Wells Coleman & Company Llp | Accounting | $13,750 |
| Dwc Erisa Consultants Llc | Contract administrator | $7,994 |
| Empower Advisory Group, Ll | Investment management | $1,396 |