AUMdb

Wfra, Inc. Multiple Employer Retirement Plan

Sponsored by Wisconsin Fuel & Retail Association, Inc. · EIN 390714470 · Plan #001

Total assets
$51.3M
Net assets
$51.3M
Active participants
871
With balances
752

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Retirement Advantage, Inc Recordkeeping $1,950
Tag Resources Llc Recordkeeping $1,693
Lincoln National Corporation Contract administrator $908