AUMdb

Workrite Ergonomics Retirement Savings Plan

Sponsored by Workrite Ergonomics, Llc · EIN 860940724 · Plan #002

Total assets
$6.2M
Net assets
$6.2M
Active participants
72
With balances
95

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $40,786
Stifel Nicolaus & Company Inc Other services, Other fees $0