AUMdb

The Wendy's Company 401(k) Retirement Plan

Sponsored by The Wendy's Company · EIN 380471180 · Plan #005

Total assets
$294M
Net assets
$294M
Active participants
9,652
With balances
3,175

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management, Investment advisory (participants), Direct payment from the plan $208,369
Empower Annuity Insurance Company Recordkeeping fees, Recordkeeping, Participant loan processing $165,143
Qdro Consultants Company, Llc Other fees, Consulting (general), Direct payment from the plan $300