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Filters:State: PA City: HEIDELBERG Clear all

Companies

companyWoltz & Wind Ford, Inc.
$22.2Mreported plan assets
EIN: 25-1353793Location: PAPlans: 3Participants: 645Latest: 2023
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Plans

planWoltz & Wind Ford, Inc. & Washington Ford, Inc. Retirement Savings PlanFinancial statementProvider compensation2023 filing
$11.4Mreported assets (EOY)
Sponsor: Woltz & Wind Ford, Inc.EIN: 25-1353793Plan: 002Participants: 227Assets: $11,386,833Net assets: $11.4MAssets / participant: $50.2KLocation: Heidelberg, PALatest: 2023
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planWoltz & Wind Ford, Inc. And Washington Ford, Inc. Retirement PlanFinancial statementProvider compensation2023 filing
$10.8Mreported assets (EOY)
Sponsor: Woltz & Wind Ford, Inc.EIN: 25-1353793Plan: 001Participants: 305Assets: $10,797,000Net assets: $10.8MAssets / participant: $35.4KLocation: Heidelberg, PALatest: 2023
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planWoltz And Wind Ford Inc Welfare Plan2023 filing
Sponsor: Woltz & Wind Ford CompanyEIN: 25-1353793Plan: 506Participants: 113Assets: not reported in the loaded datasetLocation: Heidelberg, PALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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