AUMdb

Wgsn 401(k) Plan

Sponsored by Wgsn, Llc · EIN 043851246 · Plan #002

Total assets
$10.8M
Net assets
$10.8M
Active participants
132
With balances
137

Plan year beginning 05/09/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $9,514
World Investment Advisors Llc Investment advisory (plan) $6,825