Watt, Tieder, Hoffar & Fitzgerald, Llp Profit Sharing 401(k) Plan
Sponsored by Watt, Tieder, Hoffar & Fitzgerald, Llp · EIN 541065705 · Plan #001
- Total assets
- $49.0M
- Net assets
- $49.0M
- Active participants
- 89
- With balances
- 132
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 |
|---|---|---|
| Newport Group | Contract administrator, Recordkeeping | $4,308 |
| Hunter Michael Investment Advisors | Trustee (institutional) | $1,121 |
| Nfp, Inc. | Trustee (institutional), Participant loan processing, Sub-transfer agency fees | $483 |