Woolf Holdings, Llc Profit Sharing And Savings Plan
Sponsored by Woolf Holdings, Llc · EIN 993807950 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 165
- With balances
- 185
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prospera Financial Services, Inc | Recordkeeping, Consulting (pension), Direct payment from the plan | $50,970 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $28,029 |
| Porte Brown Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $13,200 |
| Ds Investment Advisors Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $9,241 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |