Dw Logistics Local 152 401(k) Plan
Sponsored by Dietz & Watson, Inc. · EIN 230526135 · Plan #007
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 117
- With balances
- 189
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $6,698 |
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $3,419 |
| Empower Advisory Group, Llc | Investment management | $486 |