2020 Companies, Inc. 401(k) Retirement Plan
Sponsored by 2020 Companies, Inc. · EIN 262002404 · Plan #001
- Total assets
- $11.0M
- Net assets
- $10.9M
- Active participants
- 2,153
- With balances
- 533
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 |
|---|---|---|
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $36,914 |
| Transamerica Retire. Solutions, Llc | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $24,321 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $23,046 |