Wildman Business Group, Llc 401(k) Retirement Plan
Sponsored by Wildman Business Group, Llc · EIN 351349770 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 501
- With balances
- 561
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 |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $59,024 |
| Sym Financial Corporation | Investment advisory (plan) | $52,498 |