Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan
Sponsored by Watg Holdings, Inc. · EIN 204469303 · Plan #001
- Total assets
- $46.9M
- Net assets
- $46.9M
- Active participants
- 229
- With balances
- 367
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Sub-transfer agency fees | $103,280 |
| Captrust Financial Advisors | Consulting fees | $39,500 |