Wirtz Holding Company, Inc Profit Sharing Retirement&401 K Plan
Sponsored by Wirtz Holding Company, Inc. · EIN 461663335 · Plan #001
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 116
- With balances
- 170
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 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $47,174 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $5,908 |
| Empower Advisory Group, Llc | Investment management | $2,649 |