The Profit Sharing And Retirement Plan Of Wagman, Inc.
Sponsored by Wagman, Inc. · EIN 232200489 · Plan #001
- Total assets
- $93.5M
- Net assets
- $93.5M
- Active participants
- 576
- With balances
- 650
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $36,782 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $10,212 |
| Mckonly & Asbury, Llp | Accounting, Direct payment from the plan | $6,760 |
| Sageworth Trust Company | Accounting, Direct payment from the plan | $5,000 |