Wellpower 401(k) Savings And Retirement Plan
Sponsored by Motrex Llc · EIN 852304533 · Plan #002
- Total assets
- $214M
- Net assets
- $214M
- Active participants
- 2,034
- With balances
- 2,946
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 |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $161,465 |
| Rocaton Investment Advisors, Llc | Investment advisory (plan) | $24,140 |
| Goldman Sachs Asset Management | Investment advisory (plan) | $11,978 |