AUMdb

Gelia Wells & Mohr, Inc. 401(k) Plan

Sponsored by Gelia Wells & Mohr, Inc. · EIN 160844960 · Plan #001

Total assets
$11.5M
Net assets
$11.5M
Active participants
76
With balances
90

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
Nationwide Contract administrator, Recordkeeping, Other investment fees and expenses $32,208
Lincoln Financial Advisors Other commissions $0