Rampart/Wurth Holding, Inc. Retirement Plan
Sponsored by Rampart/Wurth Holding, Inc. · EIN 742530031 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 223
- With balances
- 90
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | 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 |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $14,052 |
| Acuff & Associates, Inc. | Contract administrator | $2,280 |
| Empower Advisory Group. Llc | Investment management | $1,827 |
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $1,665 |