AUMdb

Wireless Communications, Inc. Safe Harbor 401 K Profit Sharing Plan

Sponsored by Wireless Communications, Inc. · EIN 810517862 · Plan #001

Total assets
$16.8M
Net assets
$16.8M
Active participants
196
With balances
283

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment management, Investment management fees (direct), Investment management fees (indirect) $36,454
Randall & Hurley, Inc. Recordkeeping $4,270
Capital Group American Funds Svcs Recordkeeping, Custodial (securities), Participant loan processing $1,975