Wayfair Llc 401(k) Plan & Trust
Sponsored by Wayfair Llc · EIN 262188108 · Plan #001
- Total assets
- $786M
- Net assets
- $786M
- Active participants
- 11,897
- With balances
- 12,741
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $298,592 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $152,497 |
| Towers Watson Invest. Services, Inc | Consulting (general), Investment advisory (plan) | $112,860 |
| Eisneramper Llp | Accounting, Direct payment from the plan | $37,801 |