Wilen Group 401(k) Employee Savings Plan
Sponsored by Wilen · EIN 112535468 · Plan #003
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 446
- With balances
- 402
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 |
|---|---|---|
| Cbiz Cpas P.C. | Accounting | $34,350 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,501 |
| Lpl Financial Llc | Other commissions | $0 |