Williamson Cadillac Employees' Retirement Plan And Trust
Sponsored by Williamson Cadillac Company · EIN 591195335 · Plan #003
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 162
- With balances
- 205
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $47,657 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $31,005 |
| Wells Fargo Advisors, Llc | Investment advisory (plan), Other fees | $19,529 |
| Bdo Usa Llp | Accounting, Direct payment from the plan | $13,259 |
| Definiti Llc | Contract administrator, Other services, Direct payment from the plan | $10,771 |
| Williamson Cadillac Company | Other fees | $9,665 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |