AUMdb

Wolter Inc. Salary Savings Plan

Sponsored by Wolter, Inc. · EIN 391052980 · Plan #005 · Brookfield, WI

Total assets
$48.0M
Net assets
$48.0M
Active participants
644
With balances
867

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
Moneta Group Llc Consulting (general), Consulting (pension), Investment advisory (plan) $60,000
Correll Co. Recordkeeping, Recordkeeping fees $59,954
Selden Fox, Ltd. Accounting $13,250