Howard, Wershbale & Co. Profit Sharing & 401(k) Plan And Trust
Sponsored by Howard, Wershbale & Co. · EIN 341663157 · Plan #001
- Total assets
- $35.5M
- Net assets
- $35.4M
- Active participants
- 143
- With balances
- 185
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 |
|---|---|---|
| Ellsworth Advisors, Llc CRD 297464 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ellsworth Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $45,000 |
| Alerus Financial, N.A. | Recordkeeping | $24,316 |
| Sikich Cpa Llc | Accounting | $14,200 |