Work'n Gear 401(k) Savings Plan
Sponsored by Work'n Gear Llc · EIN 450472810 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 175
- 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 |
|---|---|---|
| Twelve Points Wealth Management Llc CRD 171107 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $18,449 |
| Twelve Points Wealth Management Ll | Investment advisory (plan) | $14,685 |