Calcon Family Of Companies 401(k) Plan
Sponsored by Calcon Mutual Mortgage Llc, Dba Onetrust Home Loans · EIN 770717225 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 334
- With balances
- 380
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 |
|---|---|---|
| Wcg Wealth Advisors, Llc CRD 173194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wcg Wealth Advisors, Llc | Investment advisory (participants) | $72,404 |