AUMdb

Edmunds Govtech, Inc. 401(k) Plan

Sponsored by Edmunds Govtech, Inc · EIN 222403081 · Plan #001

Total assets
$15.5M
Net assets
$15.5M
Active participants
197
With balances
214

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Investment advisory (plan), Direct payment from the plan $33,988
Ascensus Llc Other commissions, Recordkeeping fees, Participant loan processing $21,140