AUMdb

Wayne Enterprises, Inc. 401(k) Retirement Savings Plan

Sponsored by Wayne Enterprises, Inc. · EIN 760000815 · Plan #001

Total assets
$6.0M
Net assets
$6.0M
Active participants
158
With balances
145

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
Mutual Advisors, Llc CRD 167658 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $48,793
Mutual Advisors Llc Investment advisory (plan) $26,941
Empower Advisory Group, Llc Investment management $11,747
Leafhouse Financial Advisors, Llc Investment advisory (plan) $2,694