Wonolo 401(k) Plan
Sponsored by Wonolo Inc. · EIN 471657372 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 83
- With balances
- 196
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 |
|---|---|---|
| Three Bell Capital Llc CRD 159736 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Three Bell Capital Llc | Investment advisory (plan) | $23,191 |
| Empower Annuity Insurance Company | Recordkeeping fees | $20,061 |