Emery & Webb 401 K Savings Plan
Sponsored by Emery & Webb, Inc. · EIN 141162720 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 106
- With balances
- 129
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Recordkeeping, Direct payment from the plan | $60,939 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $33,981 |
| Advised Assets Group, Llc | Investment management | $1,285 |