The Witmer Group Retirement Plan
Sponsored by The Witmer Group, Llc · EIN 474148551 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 205
- With balances
- 260
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First National Trust Company | Investment advisory (plan), Trustee (directed) | $54,217 |
| Empower Annuity Insurance Company | Recordkeeping fees | $47,405 |
| Rkl Llp | Accounting | $19,623 |
| Dunbar Bender & Zapf Inc. | Contract administrator | $13,937 |
| Empower Advisory Group, Llc | Investment management | $3,273 |