The Wenger Group Profit Sharing Plan
Sponsored by The Wenger Group, Inc. · EIN 320477343 · Plan #001
- Total assets
- $68.0M
- Net assets
- $68.0M
- Active participants
- 915
- With balances
- 1,106
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Janney Montgomery Scott Llc | Investment advisory (plan) | $127,455 |
| Empower Annuity Insurance Company | Recordkeeping fees | $61,495 |
| Empower Advisory Group, Llc | Investment management | $942 |