AUMdb

Wholesale Supply Group, Inc. 401(k) Plan

Sponsored by Wholesale Supply Group, Inc. · EIN 620981754 · Plan #002

Total assets
$7.3M
Net assets
$7.3M
Active participants
180
With balances
109

Plan year beginning 08/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ray M. Donohoo Consulting (general) $23,388
Empower Advisory Group, Llc Investment management $6,835
Empower Annuity Insurance Company O Recordkeeping fees $0