The Winrock Group, Inc. 401(k) Retirement Savings Plan And Trust
Sponsored by The Winrock Group, Inc. · EIN 710633764 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 339
- With balances
- 349
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $26,746 |
| Forvis Mazars | Accounting, Direct payment from the plan | $9,975 |
| Definiti | Contract administrator, Direct payment from the plan, Other services | $2,649 |
| Raymond James Insurance Group, Inc | Other services, Other commissions | $0 |
| Raymond James & Associates Inc | Other services, Other fees | $0 |