Wilberts Inc.401(k) Plan
Sponsored by Wilberts Inc. · EIN 161462160 · Plan #002
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 156
- With balances
- 207
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 |
|---|---|---|
| Adp, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $25,775 |
| Wealth Enhancement Advisory Service | Recordkeeping, Trustee (institutional), Other services | $25,502 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |