The Wilber Group 401(k) Retirement Plan
Sponsored by Wilber & Associates Pc · EIN 421628021 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 175
- With balances
- 163
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan), Finders' fees/placement fees | $32,990 |
| Ascensus, Llc | Recordkeeping | $14,468 |