T.F. Warren Group Retirement Savings Plan
Sponsored by T. F. Warren Group Corporation · EIN 980346372 · Plan #001
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 510
- With balances
- 283
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stifel Nicolaus Insurance Agency In | Investment advisory (plan), Direct payment from the plan | $38,636 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,109 |
| Avizo Group Inc | Accounting, Direct payment from the plan | $15,094 |
| Stifel Nicolaus & Company Inc | Investment advisory (plan), Direct payment from the plan | $14,143 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |