AUMdb

Wb Engineering & Consulting, Pllc Retirement Savings Plan

Sponsored by W.B. Engineering & Consulting, Pllc · EIN 134082327 · Plan #001

Total assets
$19.3M
Net assets
$19.3M
Active participants
139
With balances
172

Plan year beginning 01/01/2020 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 96% 2020

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $40,485
Wells Fargo Advisors Fin Network Investment advisory (plan), Other fees $0