Wright, Lindsey & Jennings Llp Profit Sharing Plan And Trust
Sponsored by Wright, Lindsey & Jennings Llp · EIN 710239196 · Plan #001
- Total assets
- $69.5M
- Net assets
- $69.5M
- Active participants
- 106
- With balances
- 146
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $93,382 |
| Pension Consultants | Consulting (pension), Direct payment from the plan | $25,404 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |