Wendy's Of Colorado Springs 401(k) Plan
Sponsored by Wendy's Of Colorado Springs, Inc. · EIN 840706429 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 4,935
- With balances
- 292
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 |
|---|---|---|
| Expand Financial, Llc CRD 152515 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rpg Consultants | Recordkeeping, Consulting (pension), Participant loan processing | $46,378 |
| Expand Financial | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $19,501 |
| Precision Wealth Management | Investment advisory (participants), Investment advisory (plan) | $18,931 |
| Charles Schwab Trust Bank | Custodial (securities) | $6,553 |