Wimmer Brothers Savings & Retirement Plan
Sponsored by Wimmer Brothers Realty, Inc. · EIN 391033618 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 191
- With balances
- 170
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blue Chip Retirement Plans Inc. | Other services, Other fees | $1,400 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $83 |
| Northwestern Mutual Wealth | Other fees | $0 |
| Voya Retirement Insurance And | Recordkeeping fees | $0 |