Taylor, Wellons, Politz & Duhe Llc 401(k) Profit Sharing Plan
Sponsored by Taylor, Wellons, Politz & Duhe Llc · EIN 873829912 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 129
- With balances
- 171
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 |
|---|---|---|
| Advisor Resource Council | Contract administrator | $34,739 |
| Ifp Advisors, Llc | Contract administrator | $12,937 |
| Sentinel Pension Llc | Recordkeeping | $11,157 |
| Second Line Capital Llc | Contract administrator | $6,501 |