AUMdb

Wabash National Corp. 401 K Plan

Sponsored by Wabash National Corp. · EIN 521375208 · Plan #001 · Lafayette, IN

Total assets
$312M
Net assets
$312M
Active participants
5,971
With balances
3,720

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
Creative Planning Institutional Advisors, Llc CRD 126777 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $224,650
Strategic Advisors, Inc. Investment advisory (plan) $165,051
Sage View Advisory Group Llc Investment advisory (plan) $75,935