W&L Mail Service, Inc. Retirement Plan
Sponsored by W&L Mail Service, Inc. · EIN 264077437 · Plan #001
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 83
- With balances
- 159
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Premeir Retirement Partners | Contract administrator | $15,174 |
| Assuredpartners Capital Inc | Investment advisory (plan) | $11,839 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,864 |
| Stadion Money Management | Investment advisory (participants), Direct payment from the plan | $2,878 |
| United Of Omaha | Other fees, Recordkeeping fees, Direct payment from the plan | $791 |
| Leafhouse Financial Advisors | Other fees | $789 |