Wesco Turf, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Wesco Turf, Inc. · EIN 592763187 · Plan #001
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 308
- With balances
- 314
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Expand Financial, Llc CRD 152515 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mid Atlantic Financial Management | Investment advisory (plan) | $47,318 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,325 |
| Crowe Llp | Accounting | $10,500 |
| Expand Financial | Investment advisory (participants) | $5,928 |