The Widewaters Group Inc. Retirement Savings Plan
Sponsored by The Widewaters Group Inc. · EIN 161239842 · Plan #001 · East Syracuse, NY
- Total assets
- $42.8M
- Net assets
- $42.8M
- Active participants
- 205
- With balances
- 249
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 |
|---|---|---|
| Schneider Downs Wealth Management Advisors, Lp CRD 128591 | fuzzy_auto · 96% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schneider Downs Wealth Management | Investment advisory (plan) | $39,068 |
| Morgan Stanley | Investment advisory (plan) | $28,966 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,714 |