Wright Pierce Employees Section 401(k) Profit Sharing Plan
Sponsored by Wright Pierce · EIN 010228316 · Plan #001
- Total assets
- $76.9M
- Net assets
- $76.9M
- Active participants
- 342
- With balances
- 413
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Ins & Annuity Co | Other fees | $56,663 |
| Osaic Wealth, Inc. | Other fees | $37,500 |
| Berry Dunn Mcneil Parker, Llc | Other fees | $14,440 |
| Acensus | Other fees | $13,504 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $8,924 |