Wilson & Company 401(k) Plan
Sponsored by Wilson & Company, Inc., Engineers & Architects · EIN 481176300 · Plan #001
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 684
- With balances
- 884
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $75,920 |
| Prime Capital Investment Advisors | Investment advisory (plan) | $60,000 |
| Empower Advisory Group, Llc | Investment management | $14,312 |
| Moss Adams Llp | Accounting | $14,126 |