AUMdb

Witte Brothers Exchange, Inc. 401 K Profit Sharing Plan

Sponsored by Witte Brothers Exchange, Inc. · EIN 430715605 · Plan #001

Total assets
$10.8M
Net assets
$10.7M
Active participants
273
With balances
212

Plan year beginning 07/01/2024 · 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
Witte Brothers Exchange, Inc. Accounting, Contract administrator $13,280
John Hancock Life Insurance Company Recordkeeping, Participant communication, Investment management $414