AUMdb

The Wawanesa Salary Deferral Plan

Sponsored by The Wawanesa Mutual Insurance Co. · EIN 952907897 · Plan #002

Total assets
$83.2M
Net assets
$83.2M
Active participants
779
With balances
960

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
Empower Annuity Ins Co Of America Recordkeeping fees $124,652
Empower Advisory Group, Llc Investment management $34,423
Ascensus Holdings Inc. Contract administrator $20,870
Cambridge Investment Research, Inc. Other commissions $0