Ourfamilywizard, Llc 401(k) Plan
Sponsored by Ourfamilywizard, Llc · EIN 411993843 · Plan #001
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 121
- With balances
- 130
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 |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $34,418 |
| Hays Financial Group, Llc | Investment advisory (plan), Other fees | $0 |