Wagner, Falconer, And Judd Ltd Profit Sharing Plan And Trust
Sponsored by Wagner, Falconer, And Judd, Ltd. · EIN 410984139 · Plan #004
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 63
- With balances
- 121
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 |
|---|---|---|
| White Oaks Wealth Advisors | Direct payment from the plan | $67,273 |
| Decimal Inc. | Plan administrator, Recordkeeping | $8,610 |