Wright Tool Company Retirement Savings Plan And Trust
Sponsored by Wright Tool Company · EIN 340629970 · Plan #004 · Barberton, OH
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 159
- With balances
- 211
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 |
|---|---|---|
| Ancora Retirement Plan Advisors, Llc CRD 31256 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $24,380 |
| Inverness Securities Llc | Investment advisory (plan) | $7,949 |
| Ancora Retirement Plan Advisors | Investment advisory (plan) | $5,746 |