Wohlsen Construction Company 401(k) Plan
Sponsored by Wohlsen Construction Company · EIN 231542546 · Plan #002
- Total assets
- $41.0M
- Net assets
- $41.0M
- Active participants
- 325
- With balances
- 419
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $115,048 |
| Cornerstone Advisors Asset Mgmt | Investment advisory (plan), Direct payment from the plan, Other fees | $16,749 |