Conner & Winters 401(k) Retirement Plan
Sponsored by Conner & Winters, Llp · EIN 731388566 · Plan #001
- Total assets
- $97.6M
- Net assets
- $97.5M
- Active participants
- 74
- With balances
- 116
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $20,826 |
| United Planners Financial Svc | Investment advisory (plan), Direct payment from the plan | $17,022 |