Wintech 401(k) Plan
Sponsored by Window Technology, Inc. Dba Wintech · EIN 431587414 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 179
- With balances
- 181
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones& Co. L.P. | Investment advisory (participants) | $13,550 |
| Definiti | Recordkeeping | $11,232 |
| John Hancock Life Insurance(usa) | Recordkeeping, Investment management, Sub-transfer agency fees | $4,492 |
| Wilshire Associates Inc(usa) | Investment advisory (participants) | $903 |