AUMdb

Wb Engineering & Consulting, Pllc Retirement Savings Plan

Sponsored by Wb Engineers + Consultants Inc. · EIN 061228800 · Plan #002

Total assets
$60.9M
Net assets
$60.9M
Active participants
168
With balances
238

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $87,662
Wells Fargo Advisors Fin Network Investment advisory (plan), Other fees $0