Wharton Smith, Inc. 401(k) Plan And Trust
Sponsored by Wharton Smith, Inc. · EIN 592392802 · Plan #001
- Total assets
- $82.2M
- Net assets
- $82.2M
- Active participants
- 835
- With balances
- 999
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $137,849 |
| Ubs Financial Services Inc | Investment advisory (plan) | $105,488 |