Wagner Meinert, Llc 401(k) Plan
Sponsored by Wagner Meinert, Llc · EIN 453040924 · Plan #001
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 94
- With balances
- 114
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 |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sym Financial Advisors | Investment advisory (participants) | $48,306 |
| Kt Administrators, Llc | Recordkeeping, Consulting (pension), Participant loan processing | $16,912 |