Wnc & Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Wnc & Associates, Inc. · EIN 952750891 · Plan #001
- Total assets
- $32.4M
- Net assets
- $32.4M
- Active participants
- 137
- With balances
- 170
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 |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bfsg, Llc | Investment advisory (plan) | $36,095 |
| Focus Operating Llc Dba Jfs Wealth | Investment advisory (plan) | $11,954 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |