Corelation, Inc. 401(k) Plan
Sponsored by Corelation, Inc. · EIN 261165702 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 418
- With balances
- 430
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors. | Investment advisory (plan), Direct payment from the plan | $116,376 |
| Ascensus Llc | Other commissions, Other fees, Participant loan processing | $37,331 |