Wolfe & Travis Electric 401(k) Profit Sharing Plan
Sponsored by Wolfe & Travis Electric Company · EIN 620789243 · Plan #003
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 128
- With balances
- 131
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James And Associates Inc. | Investment advisory (plan), Direct payment from the plan | $63,940 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $57,771 |