Wade Incorporated 401(k) Salary Savings Plan
Sponsored by Wade, Incorporated · EIN 640395139 · Plan #001
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 236
- With balances
- 274
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 |
|---|---|---|
| Magnolia Capital Advisors Llc CRD 298398 | 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 |
|---|---|---|
| Magnolia Capital Advisors | Investment advisory (plan) | $68,509 |
| Empower Advisory Group | Investment management | $5,754 |
| Azalea Administration Llc | Contract administrator | $0 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |