Updike Distribution Logistics, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Updike Distribution Logistics, Llc · EIN 262955885 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 182
- With balances
- 257
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $36,582 |
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $12,049 |