Wt Transfer Holding Company, Llc 401(k) Profit Sharing Plan
Sponsored by Wt Transfer Holding Company, Llc · EIN 464363755 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 155
- With balances
- 131
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 |
|---|---|---|
| Stephens Inc. CRD 3496 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stephen Inc. | Investment advisory (plan) | $21,963 |
| Nova 401(k) Associates | Contract administrator | $1,725 |