Whiteman Osterman & Hanna Llp Profit Sharing And 401(k) Plan
Sponsored by Whiteman Osterman & Hanna Llp · EIN 141564599 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 161
- With balances
- 218
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $44,730 |
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $9,900 |