AUMdb

Wylie Manufacturing Ps & 401(k) Plan

Sponsored by Wylie & Son, Inc. · EIN 751036051 · Plan #002

Total assets
$9.8M
Net assets
$9.8M
Active participants
216
With balances
148

Plan year beginning 01/01/2024 · 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
Prosperity Bank Trustee (institutional) $41,913
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $11,723