W&P Management Profit Sharing And 401(k) Plan
Sponsored by W&P Management, Llc · EIN 383639540 · Plan #001
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 486
- With balances
- 372
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J Schwartz & Company Inc | Investment advisory (plan) | $49,642 |
| Empower Annuity Insurance Company | Recordkeeping fees | $44,581 |
| Uhy Llp | Accounting | $18,450 |
| Empower Advisory Group, Llc | Investment management | $4,908 |