Wright Beverage Distributing 401(k) Plan Trust
Sponsored by Wright Wisner Distributing Corp · EIN 160775330 · Plan #002
- Total assets
- $66.2M
- Net assets
- $66.2M
- Active participants
- 567
- With balances
- 683
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping | $75,183 |
| Ubs Financial Services Inc | Investment advisory (plan) | $50,985 |
| Davie Kaplan Cpa Pc | Accounting | $16,400 |