Conner & Winters Pension Plan
Sponsored by Conner & Winters, Llp · EIN 731388566 · Plan #003
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 70
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gibraltar Capital Management, Inc. CRD 122328 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gibraltar Capital Management | Investment management, Account maintenance fees | $40,753 |