Watkins Associated Industries, Inc. Employees' Incentive Savings Plan
Sponsored by Watkins Associated Industries, Inc. · EIN 580827847 · Plan #002
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 2,300
- With balances
- 2,730
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $214,800 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $5,237 |
| Charles Schwab & Co.,Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $210 |