Wesley Hall Furniture, Inc. 401(k) Retirement Plan
Sponsored by Wesley Hall Furniture, Inc. · EIN 561642631 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 253
- With balances
- 247
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 |
|---|---|---|
| Fund Direct Advisors Inc. CRD 155363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pronvest | Investment management fees (direct) | $21,553 |
| Fund Direct Advisors | Investment advisory (plan) | $15,126 |
| Stanley Benefit Services | Recordkeeping, Consulting (pension), Recordkeeping fees | $6,352 |