AUMdb

Retirement Plan For Employees Of Whitman, Requardt And Associates

Sponsored by Whitman, Requardt And Associates · EIN 520541536 · Plan #001

Total assets
—
Net assets
—
Active participants
0
With balances
0

Plan year beginning 01/01/2024

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
Cbiz Actuarial, Recordkeeping, Consulting (pension) $90,100
Aetna Life Insurance Company Contract administrator, Insurance services, Investment management $17,003