Wilson Farm Profit Sharing And 401(k) Savings Plan
Sponsored by Wilson Farm, Inc. · EIN 042168717 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 134
- With balances
- 164
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 |
|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $38,808 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $2,705 |