The Wells Group, Llc Profit Sharing Plan
Sponsored by The Wells Group, Llc · EIN 610710998 · Plan #002
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 235
- With balances
- 252
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Besten & Dieruf | Accounting | $7,950 |
| Benefits Administrators | Accounting | $7,850 |