Wolfe Clinic, P.C. 401(k) Profit Sharing Plan
Sponsored by Wolfe Clinic, P.C. · EIN 420954581 · Plan #003
- Total assets
- $94.0M
- Net assets
- $94.0M
- Active participants
- 537
- With balances
- 667
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $83,318 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |