Wynden Stark Llc 401(k) Profit Sharing Plan And Trust (Internal)
Sponsored by Wynden Stark Llc · EIN 464805589 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 479
- With balances
- 226
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 |
|---|---|---|
| Qualified Plan Advisory, Llc CRD 135324 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,317 |
| Qualified Plan Advisors | Investment advisory (plan) | $5,000 |