AUMdb

South Tahoe Group Pension Plan

Sponsored by South Tahoe Refuse Co., Inc. · EIN 941628580 · Plan #002

Total assets
$22.9M
Net assets
$22.9M
Active participants
153
With balances
163

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
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wells Fargo Advisors Financial Investment advisory (participants) $10,367
John Hancock Life Insurance Co Recordkeeping, Investment management, Shareholder servicing fees $1,112