Wheeler Trigg O'donnell Llp 401(k) Profit Sharing Plan
Sponsored by Wheeler Trigg O'donnell Llp · EIN 200697269 · Plan #001
- Total assets
- $89.6M
- Net assets
- $89.6M
- Active participants
- 233
- With balances
- 338
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $38,647 |
| Cbiz Investment Advisory Services | Consulting (general) | $33,314 |
| Bdo | Accounting | $30,677 |
| Cbiz Benefits & Ins Svcs Inc | Consulting (general) | $20,434 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $20,196 |