Wagner Motor Sales And Subsidiaries 401(k) Plan
Sponsored by Wagner & Wagner Auto Sales, Inc. · EIN 042378354 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 221
- With balances
- 240
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 |
|---|---|---|
| Steward Partners Investment Advisory, Llc CRD 283004 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Steward Partners Investment | Investment advisory (plan) | $23,528 |
| Withum | Accounting | $16,640 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $8,191 |