Contractors And Employees Retirement Plan
Sponsored by Watterson Construction Company · EIN 920078826 · Plan #002
- Total assets
- $13.2M
- Net assets
- $13.1M
- Active participants
- 73
- With balances
- 113
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Swalling & Associates | Accounting | $0 |
| Hunnex & Shoemaker | $0 | |
| Ameritas Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $0 |