Wilkin & Guttenplan, P.C. 401(k) Plan
Sponsored by Wilkin & Guttenplan, P.C. · EIN 222612018 · Plan #001
- Total assets
- $36.3M
- Net assets
- $36.3M
- Active participants
- 154
- With balances
- 151
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $58,213 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $24,703 |