AUMdb

The Washington Prime Group Retirement Savings Plan

Sponsored by Wpg Real Estate Associates Llc · EIN 872963007 · Plan #001

Total assets
$61.2M
Net assets
$61.2M
Active participants
354
With balances
601

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
Everhart Financial Group Inc CRD 107091 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Other commissions, Other fees, Recordkeeping fees $53,398
Everhart Advisors Investment advisory (plan), Direct payment from the plan $42,000