Wasco, Inc. 401(k) Plan
Sponsored by Wasco Inc · EIN 620752359 · Plan #101
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 403
- With balances
- 179
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $38,360 |
| Osaic Wealth, Inc | Investment advisory (plan) | $28,161 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $25,959 |