Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan
Sponsored by Taylor, Wiseman & Taylor · EIN 221892933 · Plan #003
- Total assets
- $38.5M
- Net assets
- $38.5M
- Active participants
- 113
- With balances
- 173
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Account maintenance fees, Participant loan processing, Sub-transfer agency fees | $1,344 |