Wayfinder Family Services 401(k) Retirement Plan
Sponsored by Wayfinder Family Services · EIN 951977659 · Plan #002
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 360
- With balances
- 316
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $40,424 |
| Securities America Advisors Inc | Investment advisory (plan) | $38,104 |
| Empower Advisory Group, Llc | Investment management | $15,584 |
| World Investment Advisors Llc | Other fees | $7,622 |