The Wrench Group Retirement Plan
Sponsored by The Wrench Group · EIN 811553691 · Plan #001
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 6,705
- With balances
- 6,946
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 |
|---|---|---|
| Marietta Wealth Management, Llc CRD 281782 | deterministic · 100% | 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 |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $419,448 |
| Erisa Services, Inc. | Contract administrator | $290,675 |
| Marietta Wealth Management | Investment advisory (plan) | $172,315 |
| Empower Advisory Group | Investment management | $154,490 |
| Erisa Services Of Gerogia, Llc | Other fees | $26,379 |
| Seay & Wessinger | Other fees | $23,500 |