Wisdomtree, Inc 401(k) Retirement Plan
Sponsored by Wisdomtree, Inc · EIN 133487784 · Plan #001
- Total assets
- $45.1M
- Net assets
- $45.1M
- Active participants
- 195
- With balances
- 247
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 |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping | $2,160 |
| Charles Schwab & Co., Inc. | Securities brokerage | $7 |