Wagstaff, Inc. 401(k) Savings And Retirement Plan
Sponsored by Wagstaff, Inc. · EIN 910722578 · Plan #002
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 481
- With balances
- 607
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $18,206 |
| Charles Schwab & Co. Inc. | Shareholder servicing fees, Float revenue | $0 |