S.T. Wooten Corporation 401(k) Retirement Plan
Sponsored by S.T. Wooten Corporation · EIN 560669182 · Plan #001 · Wilson, NC
- Total assets
- $74.4M
- Net assets
- $74.4M
- Active participants
- 1,034
- With balances
- 1,109
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $151,423 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $75,000 |