Tolunay Wong Engineers, Inc. 401(k) Plan
Sponsored by Tolunay Wong Engineers, Inc. · EIN 760409302 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 335
- With balances
- 213
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 |
|---|---|---|
| Kings Path Partners Llc CRD 269876 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping | $24,990 |
| Kings Path Partners Llc | Investment advisory (participants) | $18,843 |
| Loren D. Stark Company | Contract administrator | $12,780 |