AUMdb

Wgm Group, Inc. 401(k) Profit Sharing Plan

Sponsored by Wgm Group, Inc. · EIN 810382876 · Plan #001

Total assets
$19.1M
Net assets
$19.1M
Active participants
102
With balances
128

Plan year beginning 09/01/2024 · 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
Acec Retirement Trust Other fees $25,602
Empower Advisory Group, Llc Investment management $7,563
Empower Annuity Insurance Company O Recordkeeping fees $2,572