Wex Inc. Employee Savings Plan
Sponsored by Wex Inc. · EIN 010526993 · Plan #001
- Total assets
- $522M
- Net assets
- $522M
- Active participants
- 5,083
- With balances
- 4,667
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Float revenue | $245,947 |
| Verrill Dana Llp | Consulting fees | $21,930 |