Whittlesey Pc 401(k) Retirement And Savings Plan
Sponsored by Whittlesey Pc · EIN 060903326 · Plan #003
- Total assets
- $45.7M
- Net assets
- $45.7M
- Active participants
- 118
- With balances
- 167
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 |
|---|---|---|
| Redhawk Wealth Advisors, Inc. CRD 146616 | 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 |
|---|---|---|
| Redhawk Wealth Advisors Inc | Investment advisory (plan) | $32,073 |
| Empower Annuity Ins. Co Of America | Recordkeeping fees | $24,292 |
| Hutchinson And Bloodgood Llp | Accounting | $14,000 |
| Empower Advisory Group, Llc | Investment management | $4,820 |
| Pension Consultants, Inc. | Contract administrator | $1,020 |