Fntech 401(k) Profit Sharing Plan
Sponsored by Fn Tech · EIN 272492807 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 112
- With balances
- 131
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (participants) | $24,785 |
| July Business Services, Llc | Recordkeeping | $2,635 |