Barry Wehmiller Companies' 401(k) Retirement Savings Plan
Sponsored by Barry Wehmiller Companies, Inc. · EIN 430172560 · Plan #002
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 5,631
- With balances
- 6,904
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Signature Investment Advisors, Llc CRD 160715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $524,679 |
| Creative Planning | Consulting (general), Direct payment from the plan, Other fees | $114,000 |
| Anders Minkler Huber & Helm Llp | Accounting, Direct payment from the plan, Other fees | $24,700 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $11,985 |
| Signature Investment Advisors | Investment advisory (participants), Direct payment from the plan | $10,830 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $7,632 |