Wolstein Group 401(k) Profit Sharing Plan & Trust
Sponsored by Bertram Inn · EIN 341900270 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 99
- With balances
- 67
Plan year beginning 01/01/2024 · 401(k)
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).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $16,546 |
| Ancora Retirement Plan Advisors, In | Recordkeeping, Trustee (institutional), Other services | $13,357 |