Audiology Benefits 401(k) Plan
Sponsored by Audiology Benefits Service, Llc · EIN 222580521 · Plan #002
- Total assets
- $216M
- Net assets
- $216M
- Active participants
- 3,104
- With balances
- 3,682
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 Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| 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 | $241,669 |
| Wells Fargo Advisors | Investment advisory (plan), Direct payment from the plan | $56,250 |
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $28,750 |
| Cohnreznick Llp | Accounting, Direct payment from the plan | $19,200 |
| Cohnreznick Llp | Accounting, Direct payment from the plan | $11,025 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,921 |