Medford Wellington, Inc. 401(k) And Profit Sharing Plan
Sponsored by Medford Wellington Service Co., Inc. · EIN 042478203 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 135
- With balances
- 141
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Waterford Group Llc | Investment advisory (participants), Investment advisory (plan) | $35,331 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,478 |