Wedgewood 401(k) Plan
Sponsored by Wedgewood, Llc · EIN 320474995 · Plan #001
- Total assets
- $29.7M
- Net assets
- $29.7M
- Active participants
- 307
- With balances
- 489
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 |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $7,370 |
| Wilshire Associates Inc (Usa) | Investment advisory (participants) | $5,703 |