Company Wrench, Ltd, 401(k) Profit Sharing Plan
Sponsored by Company Wrench, Ltd. · EIN 311709484 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 232
- With balances
- 241
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everhart Advisors | Investment advisory (plan), Direct payment from the plan | $24,882 |
| Ascensus Llc | Other commissions, Other fees, Participant loan processing | $11,597 |