E.S. Wagner Company Retirement Plan And Trust
Sponsored by E.S. Wagner Company · EIN 340907180 · Plan #002
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 223
- With balances
- 155
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 |
|---|---|---|
| Nfp Retirement Inc | Investment management, Direct payment from the plan | $28,381 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $25,207 |
| William Vaughan Company | Accounting, Direct payment from the plan | $14,585 |