Wayne Tile Co., Inc. Profit Sharing Plan
Sponsored by Wayne Tile Co., Inc. · EIN 221716321 · Plan #001
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 114
- With balances
- 120
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 |
|---|---|---|
| Key Client Fiduciary Advisors, Llc CRD 298240 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 98% | 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 | $27,469 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other services | $2,325 |
| Key Client Fiduciary Advisors | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Managment L | Investment advisory (participants), Consulting fees | $0 |