Rand Whitney Retirement Plan For Members Of Bargaining Units
Sponsored by Rand Whitney Group, Llc · EIN 043340692 · Plan #004
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 153
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Fiduciary Investment Advisors | Investment advisory (plan), Investment management fees (indirect) | $25,598 |