Wellons Group, Inc. Profit Sharing Plan And Trust
Sponsored by Wellons Group, Inc. · EIN 271458904 · Plan #001
- Total assets
- $45.5M
- Net assets
- $45.5M
- Active participants
- 164
- With balances
- 159
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Momentous Wealth Management, Inc. CRD 288429 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Momentous Wealth Management | Investment advisory (plan), Investment management, Direct payment from the plan | $70,238 |