Wittmann Usa Inc.
Sponsored by Wittmann Usa Inc.. · EIN 061284828 · Plan #001
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 134
- With balances
- 185
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | 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 | $4,302 |
| Planned Retirement Consultants & Ad | Other services, Other fees, Contract administrator | $0 |
| Janney Montgomery Scott Llc | Other services, Other commissions, Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |