Williams Parker Employee Savings Plan
Sponsored by Williams, Parker, Harrison, Dietz & Getzen, Pllc · EIN 202953387 · Plan #001
- Total assets
- $58.2M
- Net assets
- $58.2M
- Active participants
- 100
- With balances
- 145
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $36,659 |
| Bks Retirement Services | Consulting (general), Investment advisory (plan) | $35,443 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $14,195 |
| Cs&L Cpas | Accounting | $13,300 |