Company 401(k) Plan
Sponsored by Company 401(k) Plan · EIN 020308210 · Plan #001
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 405
- With balances
- 322
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 |
|---|---|---|
| Gallagher Benefit Services, Inc | Investment advisory (plan) | $24,000 |
| Nathan Wechsler And Company, P.A. | Accounting | $15,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$33,657 |