Warehouse Direct Incorporated 401(k) Profit Sharing Plan And Trust
Sponsored by Warehouse Direct Incorporated · EIN 363036801 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 317
- With balances
- 329
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 |
|---|---|---|
| Fiduciary Financial Partners, Llc CRD 156389 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Investment management, Recordkeeping fees | $91,342 |
| Fiduciary Financial Partners | Investment advisory (plan) | $34,746 |
| Carnow And Associates, Ltd. | Contract administrator | $7,055 |
| Great West Life & Annuity Ins Co | Recordkeeping fees | $0 |