Wingate Management Company 401(k) Plan
Sponsored by Wingate Management Company Llc · EIN 202388094 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.6M
- Active participants
- 781
- With balances
- 536
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $37,367 |
| Cbiz Benefits & Ins Services Inc | Contract administrator | $30,902 |
| Empower Advisory Group, Llc | Investment management | $25,055 |
| Gray Gray & Gray, Llp | Accounting | $17,238 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $4,170 |
| The Pension Service Inc | Contract administrator | $217 |