Wilo Usa Llc Retirement Plan
Sponsored by Wilo Usa Llc · EIN 201923480 · Plan #001
- Total assets
- $30.9M
- Net assets
- $30.9M
- Active participants
- 451
- With balances
- 487
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Private Advisor Group Llc | Investment advisory (plan) | $76,047 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $36,138 |
| Reilly, Penner & Benton Llp | Accounting | $8,100 |
| Empower Advisory Group, Llc | Investment management | $1,874 |