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Companies

companyWinn-Marion Barber, LLC
1loaded plans
EIN: 68-0511614Location: COPlans: 1Latest: 2023
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Plans

planWm 401(K) PlanFinancial statementProvider compensation2023 filing
$14.9Mreported assets (EOY)
Sponsor: Winn-Marion Barber, LLCEIN: 68-0511614Plan: 001Participants: 321Assets: $14,938,245Location: Centennial, COLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023
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Filings

filing2023 Form 5500 — Wm 401(K) Plan
Sponsor: Winn-Marion Barber, LLCEIN: 68-0511614Plan: 001Ack ID: 20240927172836NAL0005146306001
filing2023 Form 5500 — Wm 401(K) Plan
Sponsor: Winn-Marion Barber, LLCEIN: 68-0511614Plan: 001Ack ID: 20241029163606NAL0004585233001

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