Fred Taylor Company, Inc. And Subsidiaries 401(k) Plan
Sponsored by Fred Taylor Company, Inc. And Subsidiaries · EIN 581300546 · Plan #002
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 181
- With balances
- 164
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 Llc | Investment advisory (participants) | $17,454 |
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $1,300 |