A G Wassenaar Inc 401(k) Profit Sharing Plan & Trust
Sponsored by A G Wassenaar Inc · EIN 840740878 · Plan #003
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 138
- With balances
- 136
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 |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $17,612 |
| Aveo Capital Partners, Llc | Investment advisory (participants) | $12,385 |