The Pete Store, Llc 401(k) Plan
Sponsored by The Pete Store, Llc · EIN 264607022 · Plan #001
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 1,002
- With balances
- 636
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 |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Enhancement Advisory | Investment advisory (participants) | $34,033 |
| John Hancock Life Insurance Company | Recordkeeping | $12,148 |
| American Retirement Plan Svc, Llc | Recordkeeping, Recordkeeping fees | $6,768 |