Design Workshop, Inc. 401(k) Profit Sharing Plan
Sponsored by Design Workshop, Inc. · EIN 840819969 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 161
- With balances
- 251
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 |
|---|---|---|
| July Business Services Llc | Recordkeeping | $46,043 |
| Wells Fargo Advisors, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $0 |