Savings Incentive Plan For Employees Of Wheeler Brothers Grain Company, Llc
Sponsored by Wheeler Brothers Grain Company, Llc · EIN 730564547 · Plan #001 · Watonga, OK
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 126
- With balances
- 181
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $71,594 |
| Commonwealth Equity Services | Investment advisory (plan) | $52,214 |
| Employee Benefits Group Llc | Contract administrator | $9,790 |
| Empower Advisory Group | Investment management | $1,378 |