AUMdb

Wipaire Inc. Profit Sharing Plan

Sponsored by Wipaire Inc. · EIN 411240896 · Plan #001

Total assets
$23.1M
Net assets
$23.1M
Active participants
215
With balances
261

Plan year beginning 01/01/2024 · 401(k)

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
Global Retirement Partners, Llc Consulting (general), Direct payment from the plan $53,955
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $40,393
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0