Wheat Montana 401(k) Plan & Trust
Sponsored by Wheat Holdings, Llc. · EIN 203846202 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 212
- With balances
- 52
Plan year beginning 11/01/2021 · 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 |
|---|---|---|
| Axa Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $12,362 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping fees | $9,688 |