AUMdb

W.L. Roenigk Inc. Retirement Plan

Sponsored by W.L. Roenigk Inc. · EIN 251664723 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
227
With balances
356

Plan year beginning 10/01/2024 · Profit-sharing

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).

No Schedule C on file for this plan year.