Wilkinson Barker Knauer Llp Profit Sharing Plan
Sponsored by Wilkinson Barker Knauer, Llp · EIN 521264167 · Plan #001
- Total assets
- $67.2M
- Net assets
- $67.2M
- Active participants
- 123
- With balances
- 160
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 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $54,106 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $31,519 |
| Empower Financial Services, Inc. | Shareholder servicing fees, Distribution (12b-1) fees, Securities brokerage | $433 |