Wallace Design Collective, Pc 401(k) Retirement Plan
Sponsored by Wallace Design Collective, Pc · EIN 731322436 · Plan #001
- Total assets
- $30.4M
- Net assets
- $30.4M
- Active participants
- 291
- With balances
- 303
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 Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $66,726 |
| Empower Advisory Group, Llc | Investment management | $16,208 |
| Wjpr Cpas | Contract administrator | $4,420 |
| Empower Annuity Insurance Company | Recordkeeping fees | $2,138 |