AUMdb

Wire Experts Group, Inc. 401(k) Plan

Sponsored by Wire Experts Group, Inc. · EIN 362912867 · Plan #002

Total assets
$2.5M
Net assets
$2.5M
Active participants
91
With balances
80

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

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 $6,820
Merrill Lynch Pierce Fenner & Smith Consulting (pension), Investment advisory (participants), Investment advisory (plan) $6,217
John Hancock Life Insurance Company Recordkeeping, Direct payment from the plan, Other insurance wrap fees $888