Wilkie Lexus 401 K Profit Sharing Plan
Sponsored by Daniel Martin, Inc. Dba Wilkie Lexus & Lexus Of Chester Springs · EIN 232565019 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 140
- With balances
- 167
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Participant loan processing, Recordkeeping fees, Custodial (other) | $25,735 |
| Mml Investors Services, Llc | Investment advisory (participants), Recordkeeping fees | $22,220 |
| Delaware Valley Retirement, Inc. | Plan administrator, Recordkeeping, Other services | $9,929 |