Wardlaw Companies 401(k) Plan
Sponsored by Wardlaw Claims Services, Llc · EIN 742674209 · Plan #001
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 215
- With balances
- 230
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 |
|---|---|---|
| Capital Group Retirement Plan Svs | Recordkeeping, Custodial (securities), Recordkeeping fees | $7,249 |
| Resource Benefits Adminstrators | Recordkeeping, Other fees | $3,750 |