Village Subaru 401(k) Profit Sharing Plan
Sponsored by Village Subaru · EIN 010322459 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 337
- With balances
- 392
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $36,783 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $36,252 |
| Albin Randall & Bennett | Accounting | $32,225 |
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $13,190 |
| Downeast Pension Services, Inc. | Contract administrator | $13,168 |
| Nbt Bank Na Dba Tpa Experts | Contract administrator | $10,430 |