Wolf Gordon, Inc. Profit Sharing Plan
Sponsored by Wolf Gordon, Inc. · EIN 132589761 · Plan #003
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 111
- With balances
- 117
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $75,011 |
| Empower Advisory Group, Llc | Investment management | $19,055 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $10,097 |
| Altigro Pension Services Inc | Contract administrator | $1,200 |