Stone Pigman Walther Wittmann L.L.C. 401(k) And Profit Sharing Plan
Sponsored by Stone Pigman Walther Wittmann L.L.C · EIN 720354510 · Plan #003
- Total assets
- $91.0M
- Net assets
- $91.0M
- Active participants
- 98
- With balances
- 135
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Waters, Parkerson & Co., Llc CRD 3711 | fuzzy_auto · 96% | 2024 |
| Newedge Advisors, Llc CRD 171351 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $28,468 |
| Waters Parkerson & Co Llc | Investment advisory (participants), Direct payment from the plan | $16,542 |
| Newedge Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,125 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $386 |