Wits Financial, LLC
Minneapolis, MN
Wits Financial, LLC of Minneapolis, MN is the broker of record on 9 Form 5500 Schedule A filings covering 6 employer benefit plans, with $198,756 in reported broker commissions (plan year 2025).
Quick answer
Wits Financial, LLC (Minneapolis, MN) is the broker of record for 6 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Wits Financial, LLC have?
- Wits Financial, LLC is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
- Who are Wits Financial, LLC's largest employer clients?
- By plan participants, the largest include Premium Plant Services, Inc. (364 participants), Water Resources Group, Inc (162 participants) and Lake Country Power (148 participants).
- How much does Wits Financial, LLC earn in commissions?
- Insurers reported $198,756 in broker commissions paid to Wits Financial, LLC for plan year 2025, per Schedule A Part 1.
- Where is Wits Financial, LLC located?
- Wits Financial, LLC is based in Minneapolis, MN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Wits Financial, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Premium Plant Services, Inc. | MN | 364 | 2025-10-31 |
| Water Resources Group, Inc | MN | 162 | 2025-12-31 |
| Lake Country Power | MN | 148 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.