Winners Circle 401 K Retirement Plan
Sponsored by G Peg I Llc · EIN 270434496 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 631
- With balances
- 184
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $38,873 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $13,596 |
| Lee Cpa Audit Group | Accounting | $13,191 |
| Associated Pension Consultants | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,858 |