Winthrop & Weinstine, P.A. 401 K Plan & Trust
Sponsored by Winthrop & Weinstine, P.A. · EIN 411722524 · Plan #002
- Total assets
- $149M
- Net assets
- $149M
- Active participants
- 306
- With balances
- 353
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 |
|---|---|---|
| Candelo Capital Management Lp CRD 307389 | fuzzy_auto · 95% | 2024 |
| Ryan Investment Management, Inc. CRD 115755 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $98,575 |
| Ryan Investment Management Inc | Investment advisory (participants), Direct payment from the plan | $17,823 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $12,075 |
| Carlson Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $9,772 |
| Via Actuarial Solutions | Contract administrator, Direct payment from the plan | $6,000 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |