Wilson Trailer Company Retirement Plan For S Employees
Sponsored by Wilson Trailer Company · EIN 420603090 · Plan #003
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 210
- With balances
- 242
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $28,959 |
| Intellicents Investment Solutions | Investment management, Direct payment from the plan | $10,802 |
| Henjes Conner & Williams Pc | Accounting, Direct payment from the plan | $9,700 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |