Wmk Llc 401 K Profit Sharing Plan & Trust
Sponsored by Wmk Inc · EIN 311502439 · Plan #001
- Total assets
- $62.0M
- Net assets
- $62.0M
- Active participants
- 1,805
- With balances
- 1,767
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $133,037 |
| Investment advisory (participants) | $40,000 | |
| Strategic Advisors, Inc. | Investment advisory (plan) | $21,606 |