Werner Electric Supply Co. 401(k) Profit Sharing Plan
Sponsored by Werner Electric Supply Co. · EIN 390807437 · Plan #001
- Total assets
- $70.1M
- Net assets
- $70.1M
- Active participants
- 451
- With balances
- 580
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 |
|---|---|---|
| Copper Harbor Investment Advisors, Llc CRD 169978 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $80,712 |
| Oneamerica Investment Advisory Serv | Investment advisory (plan), Direct payment from the plan | $19,385 |
| Baker Tilly Us, Llp | Legal, Direct payment from the plan | $14,175 |
| Copper Harbor Investments Advisors | Investment advisory (plan), Direct payment from the plan | $3,000 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |