Wendel 401 K Plan
Sponsored by Wendel, Llc · EIN 352461920 · Plan #002
- Total assets
- $45.1M
- Net assets
- $45.1M
- Active participants
- 327
- With balances
- 409
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisers Llc | Investment advisory (plan) | $59,387 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $46,126 |
| Empower Advisory Group, Llc | Investment management | $162 |