Wesco Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Wesco Group Llc · EIN 911167125 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 479
- With balances
- 385
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 |
|---|---|---|
| Owm Inc. CRD 300261 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping | $5,076 |
| Olympic Wealth Management Llc | Investment advisory (participants) | $0 |
| Wilshire Associates Inc | Investment advisory (participants) | $0 |