Wilbur Ellis Retirement Plan
Sponsored by Wilbur Ellis Holdings, Inc. · EIN 462652182 · Plan #001
- Total assets
- $179M
- Net assets
- $179M
- Active participants
- 2,050
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Gallagher Benefit Services | Actuarial | $522,756 |
| Us Bank | Trustee (institutional) | $167,526 |