AUMdb

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan

Sponsored by Schwabe, Williamson & Wyatt, P.C. · EIN 931130272 · Plan #001

Total assets
$156M
Net assets
$156M
Active participants
311
With balances
496

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
Empower Annuity Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping $56,319