Whitman, Requardt & Associates, Llp 401(k) Plan
Sponsored by Whitman, Requardt & Associates, Llp · EIN 520541536 · Plan #002
- Total assets
- $174M
- Net assets
- $174M
- Active participants
- 904
- With balances
- 1,081
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $94,355 |
| Rbc Capital Markets Corporation | Investment management, Direct payment from the plan | $40,000 |