The Witte Museum Safe Harbor 401(k) Retirement Plan
Sponsored by Witte Museum · EIN 741400537 · Plan #001
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 81
- With balances
- 159
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $12,095 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $11,304 |