Wunderlich Malec Engineering, Inc. Profit Sharing And Salary Reduction Plan
Sponsored by Wunderlich Malec Engineering, Inc. · EIN 411412464 · Plan #001
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 620
- With balances
- 734
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 |
|---|---|---|
| Stiles Financial Services Incorporated CRD 117023 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stiles Financial Services Inc | Investment advisory (plan) | $51,500 |
| Cliftonlarsonallen Llp | Investment advisory (plan) | $9,634 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |