Wenger Corporation Retirement Savings Plan
Sponsored by Wenger Corporation · EIN 410759858 · Plan #001 · Owatonna, MN
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 557
- With balances
- 742
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | 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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $45,256 |
| Christensen Group Financial Llc | Investment advisory (plan) | $30,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,147 |