Wwex Retirement Plan
Sponsored by Wwex Uni Topco Holdings, Llc · EIN 320780833 · Plan #002
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 2,578
- With balances
- 2,187
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $105,446 |
| Resource Investment Advisors Llc | Consulting (general), Direct payment from the plan | $70,000 |
| Morningstar | Investment advisory (participants), Direct payment from the plan | $42,727 |
| Baker Tilly Us Llp | Accounting, Direct payment from the plan | $29,400 |