AUMdb

Wolfgang Operations, Llc 401(k) Profit Sharing Plan

Sponsored by Wolfgang Operations, Llc · EIN 461126031 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
262
With balances
330

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Comprehensive Financial Planning Corporation CRD 107549 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mvp Plan Administrators, Inc. Contract administrator, Recordkeeping, Consulting (general) $37,408
Comprehensive Financial Planning Investment advisory (participants), Investment advisory (plan), Named fiduciary $20,736