Appliance Center Of Toledo, Inc. Retirement Plan
Sponsored by Appliance Center Of Toledo, Inc. · EIN 340924335 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 94
- With balances
- 112
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 Clearing Services, Llc | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $29,176 |
| William Vaughan Company | Accounting, Direct payment from the plan | $16,050 |
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,405 |