H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan And Trust
Sponsored by H & M Wagner & Sons, Inc. · EIN 520981891 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 117
- With balances
- 139
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (participants) | $26,597 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Shareholder servicing fees | $2,441 |