Wellmore, Inc. 401(k) And Profit Sharing Plan
Sponsored by Wellmore, Inc. · EIN 060669107 · Plan #002
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 317
- With balances
- 408
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Smith Brothers Financial, Llc CRD 322951 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $48,920 |
| Smith Brothers Financial Llc | Investment advisory (plan) | $24,649 |
| Pension Consultants Inc | Contract administrator | $11,945 |