Wistron 401(k) Plan
Sponsored by Sms Infocomm Corporation · EIN 742777490 · Plan #001
- Total assets
- $37.2M
- Net assets
- $37.2M
- Active participants
- 1,048
- With balances
- 445
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Turner Stone And Company, Llp | Other fees | $11,500 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $5,566 |
| Voya Retirement Ins & Annuity Co. | Investment advisory (participants) | $2,475 |
| Morningstar Investment Management | Investment advisory (participants) | $2,475 |
| Ascensus | Other fees | $1,802 |
| Loren D. Stark Company | Other services | $0 |
| Morningstar | Investment advisory (plan) | $0 |