Deferred Salary Profit Sharing Plan For The Employees Of Wiss & Company
Sponsored by Wiss & Company, Llp · EIN 221732349 · Plan #003
- Total assets
- $55.2M
- Net assets
- $55.2M
- Active participants
- 301
- With balances
- 400
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 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $54,545 |
| Empower Advisory Group, Llc | Investment management | $31,333 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $20,000 |