Wendy's Employee Investment Plan
Sponsored by Wendys Of Bowling Green, Inc. · EIN 610888584 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 1,276
- With balances
- 1,166
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $117,342 |
| Trinity Pension Consultants, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $58,065 |
| Forvis | Accounting | $21,912 |