Wiley Rein Llp Retirement Plan
Sponsored by Wiley Rein Llp · EIN 521289988 · Plan #003
- Total assets
- $337M
- Net assets
- $337M
- Active participants
- 456
- With balances
- 700
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $98,220 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $31,314 |
| Baker Tilly Us, Llp | Accounting | $27,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$129,549 |