Whip Mix Corporation Profit Sharing Plan
Sponsored by Whip Mix Corporation · EIN 610380760 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 98
- With balances
- 137
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 |
|---|---|---|
| Stegner Investment Associates Inc CRD 107480 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $46,919 |
| Stegner Investment Associates Inc | Investment advisory (plan) | $24,000 |
| Empower Advisory Group, Llc | Investment management | $7,981 |
| Cherry Bekaert, Llp | Accounting | $2,940 |