Anderson Group Inc. Profit Sharing Plan And Trust
Sponsored by Anderson Group, Inc. · EIN 384203467 · Plan #001
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 203
- With balances
- 219
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $16,426 |
| Partners | Investment advisory (plan) | $14,719 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $6,419 |