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Plan profile · 2023

WINKLEVOSS CONSULTANTS, INC.

WINKLEVOSS CONSULTANTS, INC. SAVINGS & RETIREMENT PLAN · –

Sponsor contact
Address2 GREENWICH OFFICE PARK STE 3, GREENWICH
State / ZIPCT 06831
Phone2038615556
EIN / Plan #521504653 / 002
Plan health
Assets (EOY)$21M
Participants109
Avg balance$196k
Employer contrib$301k
Distributions$11M
Red flags
Delinquent contribsnone reported
Fidelity bond$500k
Bond adequate?yes
AuditorREYNOLDS & ROWELLA LLP
Incumbent advisor(s) of record, who to displace
AdvisorEINComp earned
T. ROWE PRICE RPS, INC.521309931$18k
PIMCO FUNDS330629048$0
PRINCIPAL FUNDS421312301$0
DIMENSIONAL FUNDS954470812$0
VICTORY FUNDS132700161$0
INVESCO264521338$0
DODGE & COX941441976$0
GOLDMAN SACHS FUNDS133575636$0
AMERICAN CENTURY INVESTMENTS200623152$0
MFS FUNDS042747644$0