Wolf, Greenfield & Sacks, P.C. 401(k) Plan
Sponsored by Wolf, Greenfield & Sacks, P.C. · EIN 042613631 · Plan #004
- Total assets
- $213M
- Net assets
- $213M
- Active participants
- 438
- With balances
- 595
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors | Investment advisory (plan) | $124,918 |
| John Hancock Retirement Plan Srvs | Recordkeeping, Recordkeeping fees, Participant loan processing | $105,962 |
| Cbiz Cpas P.C. | Accounting | $21,000 |
| Mma Securities Llc | Investment advisory (plan) | $6,500 |