Wolfe Electric, Inc. Profit Sharing/401(k) Plan And Trust
Sponsored by Wolfe Electric, Inc. · EIN 481192650 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 103
- With balances
- 137
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ima Advisory Services, Inc. CRD 112091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ima Advisory Services Inc | Investment advisory (plan) | $30,641 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $7,305 |
| Ima Advisory Services Inc | Other commissions | $0 |