AUMdb

Wenco Industries, Inc 401(k) Plan

Sponsored by Wenco Industries, Inc. · EIN 840820842 · Plan #001

Total assets
$2.5M
Net assets
$2.5M
Active participants
151
With balances
184

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
Ashton Thomas Private Wealth, Llc CRD 153902 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Participant loan processing, Other fees, Recordkeeping fees $35,874
Ashton Thomas Private Wealth Investment advisory (plan), Direct payment from the plan $8,026