AUMdb

G.A. Wintzer & Son Company 401(k) Retirement Savings Plan

Sponsored by G.A. Wintzer & Son Company · EIN 344413817 · Plan #003 · Wapakoneta, OH

Total assets
$20.7M
Net assets
$20.7M
Active participants
140
With balances
153

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Jp Morgan Securities Llc Investment advisory (plan) $43,923
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $23,500