The Windermere 401(k) Plan
Sponsored by Windermere Real Estate Services Company · EIN 911218831 · Plan #333
- Total assets
- $27.9M
- Net assets
- $27.9M
- Active participants
- 218
- With balances
- 359
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide Life Insurance Company | Recordkeeping, Trustee (directed) | $48,769 |
| Iron Fiduciary | Recordkeeping, Consulting (general) | $13,380 |
| National Benefit Services Llc | Recordkeeping, Consulting (general) | $8,245 |
| Proaccount | Investment advisory (participants), Other services | $5,515 |
| Erisa Smart | Other services | $2,676 |