The Winter Construction Company 401(k) Retirement Savings
Sponsored by The Winter Construction · EIN 581339100 · Plan #001
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 216
- With balances
- 318
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 |
|---|---|---|
| Ancora Retirement Plan Advisors, Llc CRD 31256 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $55,102 |
| Ancora Retirement Plan Advisors | Investment advisory (plan) | $19,613 |
| Frazier Deeter | Accounting | $19,000 |
| Ubs Financial Services | Investment advisory (plan) | $18,685 |