AUMdb

Environmental Works, Inc. 401(k) Profit Sharing Plan

Sponsored by Environmental Works, Inc. · EIN 431617676 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
292
With balances
295

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wells Fargo Advisors Llc Investment advisory (participants) $36,882
Definiti Llc Recordkeeping $21,891
John Hancock Life Insurance Co Usa Recordkeeping, Investment management, Shareholder servicing fees $6,070
Wilshire Associates Inc (Usa) Investment advisory (participants) $2,345